Before the end of the year, it is important to consider available tax opportunities and planning choices to ensure you are achieving your financial goals in a tax effective manner.
As part of your year-end planning, there are certain tax changes to consider. For example, you may want to think about whether changes to additional trust reporting requirements, the proposed increase to the capital gains inclusion rate, as well as the effect of capital gains and stock option benefits on alternative minimum tax (AMT) may affect your tax situation this year.
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