Make Gifts to Minimize Estate Taxes
Consider making gifts before year-end to minimize estate taxes. For example, you can give away $13,000 a year to a donee ($26,000 if you are married and your spouse elects to participate) without having to pay the gift tax, thereby reducing your estate tax liability.

Year-End Tax Review Meeting
Estimate your taxes due for the year, and set up an appointment with us to determine what steps you should take before year-end to minimize negative tax consequences.

Review October's Budget vs. Actuals
Compare October income and expenditures with your budget. Make adjustments as appropriate to your November expenditures. Make sure you have invested your planned savings amount for October.

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