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.
In the November issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth delves into the reasons why he and his team feel comfortable reverting to an overweight position in stocks.He points to a subtle but important receding of downside risks in recent weeks across three critical domains—policy, global economic data, and corporate earnings.
Our Business Owners Outlook is a quarterly survey that explores business owners’ concerns and outlooks on themes that are most important to them. In this issue, “Is Now the Time to Sell?” survey respondents shared their attitudes toward transitioning their business in light of their perceptions of macroeconomic and political conditions.