Back to Recent Posts

Michael Barbera in Financial Advisor, “Many Year-End Tax Moves Hinge On Washington”

Principal Michael Barbera was quoted in Financial Advisor’s article, “Many Year-End Tax Moves Hinge On Washington.” Since tax reform is a key item on President Trump’s agenda, there is a strong possibility that significant changes to the Internal Revenue Code are on the horizon. Without any certainty about the extent and timing of tax-rule changes, advisors have an opportunity to reach out to clients and discuss potential tax savings moves they can make.

“Gathering the documentation to aid in calculating the deferred gain and basis rollover before year-end saves time during busy season,” Barbera says.

Read the entire article here.

Posted In: Articles