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
2019 – Significant Tax Law Changes for Individuals

Significant Tax Law Changes for Individuals in 2019

As the result of the Tax Cuts and Jobs Act (TCJA), many changes to the tax law went into effect in 2018 and either apply through 2025 or are now permanent. However, there are two major changes enacted by the TCJA which take effect beginning in 2019. Here’s a closer look. 1. Medical Expense Deduction […]

Learn More
What’s Your Business Exit Plan_ Make It Part Of Your Tax Planning.

What’s Your Business Exit Plan? Make It Part Of Your Tax Planning

It may seem odd to develop a business exit plan this soon, but you must look out for your own financial future. You have to consider your company’s income and expenses and applicable tax breaks (especially if you own a pass-through entity). For example, you need to develop an exit strategy so taxes do not […]

Learn More

IRS Waives Penalty for Some Who Underpaid Their Taxes in 2018

If you didn’t adjust your withholdings or estimated tax payments in 2018 and now owe tax, you could qualify for penalty relief. On January 16, 2019, the Internal Revenue Service announced that it is generally waiving the estimated tax penalty for taxpayers who have paid at least 85% of their total tax liability during the […]

Learn More