Tips to Optimize Your Tax and Financial Planning Before Year End

Matthew J. Mancini |
Wealth Planning
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As the calendar year comes to an end, it’s important to review your financial situation to be certain you’ve taken advantage of any year-end planning opportunities. While planning is certainly not just a once-a-year endeavor, there are certain strategies that you may wish to consider to help optimize your tax and financial planning before ringing in the New Year.With so many demands on our time at year end, we offer the following tax and financial planning tips.

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Year-End 2019: Top 5 Estate and Tax Planning Strategies

Matthew T. Lee |
Wealth Planning
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As we come to the end of 2019, it is once again time to consider what, if any, tax planning should be considered before year end and what the next steps will be to implement these strategies.  While tax planning is important to consider throughout the year, a little extra time spent before December 31 can help optimize your tax positioning now and in the years ahead.

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North Carolina v. Kaestner: The Recent U.S. Supreme Court Case on State Fiduciary Income Tax

Richard W. Nenno |
Wealth Planning
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ACTEC Fellow and Senior Trust Counsel, Dick Nenno, discusses the U.S. Supreme Court’s ruling on a case involving issues of state fiduciary income tax, North Carolina vs. Kaestner, on this ACTEC podcast. Listen to Podcast  This podcast is for general information only and is not intended as an offer or solicitation for the sale of any financial product, service or other professional advice. Professional advice always requires consideration of individual circumstances.

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