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2019–2020 Tax Planning Guide

Visit our online 2019–2020 Tax Planning Guide or download the PDF.

Although you can’t avoid taxes, you can take steps to minimize them. This requires proactive tax planning—estimating your tax liability, looking for ways to reduce it and taking timely action.

To help you identify strategies that might work for you, we’re pleased to present this tax planning guide. It points out some possible tax law changes on the horizon, shows how various strategies apply to different situations, and presents charts, rate schedules and case studies to help you understand the specifics of tax planning. We invite you to look through it and note the sections or strategies that apply to your situation. Then let us know if you have any questions about what it covers.

2019 KBS Tax Planning Guide