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What to Know About Year-End Tax Planning

Source: morningstar.com - Nov 6, 2018

Jeremy Glaser: For Morningstar, I'm Jeremy Glaser. As we're well into the fourth quarter, many investors are thinking about year-end tax planning. I'm here today with Tim Steffen, he is the director of advanced planning at Baird, to look at some topics.

Tim, thanks for joining me.

Tim Steffen: Thanks, Jeremy.

Glaser: My first question for you is, looking at your tax return for next year, first year of the new tax laws, should investors really expect to see a big difference in their refund next year?

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Category: General Business