2018 Executive Year-End Tax Planning Guide

This Executive Tax Guide is designed to help high income earners identify the best tax planning strategies. It provides an overview of the most consequential changes and key tax provisions you need to be aware of and offers a variety of strategies for minimizing taxes in the new tax environment. If you have questions about how these changes affect you, or about which strategies are most advantageous to your situation, please contact your local Blue & Co. tax advisor.

Fill out the form below to download the guide.

2018 Blue & Co. Executive Year-End Tax Planning Guide Cover
Contributions and Exchange Transactions_ A Reminder on Upcoming New Revenue Standards

Contributions and Exchange Transactions: A Reminder on Upcoming New Revenue Standards

In 2018, the Financial Accounting Standards Board (FASB) released Accounting Standards Update (ASU) 2018-08, Not-for-Profit Entities (Topic 958): Clarifying the Scope and the Accounting Guidance for Contributions Received and Contributions Made. The effective date of this ASU corresponds to the implementation of ASU 2014-09, Revenue from Contracts with Customers (Topic 606), both of which are […]

Learn More
Using Your 401(k) Plan to Save

Using Your 401(k) Plan to Save

You can reduce taxes and save for retirement by contributing to a tax-advantaged retirement plan. If your employer offers a 401(k) or Roth 401(k) plan, contributing to it is a taxwise way to build a nest egg. If you’re not already contributing the maximum allowed, consider increasing your contribution rate between now and year-end. Because […]

Learn More
Small Business 1099-MISC Reporting Requirements

Small Business 1099-MISC Reporting Requirements

A month after the new year begins, your business may be required to comply with rules to report amounts paid to independent contractors, vendors, and others. This involves sending 1099-MISC forms to those whom you pay nonemployee compensation, as well as filing copies with the IRS to avoid penalties. While this task can be time-consuming, […]

Learn More