On the STA Money Hour on November 2nd, Scott Bishop and Michael Churchill reviewed their year-end tax planning checklist that was updated for the new tax law (Tax Cuts and Jobs Act of 2017).  From our experience, tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Throughout the year, we publish many timely tax related articles (summarized here).  Now that everyone has filed, we wanted to put together a checklist of things that you should review for yourself for with your tax and financial planning team.  On the show, Scott and Michael shared some important tax planning ideas that you should review with your CPA or Tax and Financial Planning team!

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