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As 2017 comes to an end and a new tax bill is in the works, it may be more important now than ever to strategize year-end tax moves. Marisa Rothstein, a Trust & Estate Planning Specialist at BakerAvenue, highlights some action items to complete before 2018 in the article titled, “Before the Ball Drops.” Please the button below to read how you can maximize your tax savings.

Trust & Planning - December 2017

Marisa Rothstein
Marisa Rothstein
MANAGING DIRECTOR, TRUST & PLANNING SPECIALIST, WEALTH ADVISORY TEAM

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