Tax Planning Be Proactive…. Let Us Help

VanceWealth Tax Issues

Tax laws have changed in 2018, and as year-end quickly approaches, time is running out to make vital adjustments to your tax plan — or risk affecting your return.

“We want to make sure we’re being proactive about our tax plans and, most importantly, that we understand the new changes this year,” said John Vance, CEO of Vance Wealth.

Most of the new legislation will affect individual taxes, especially if you file the standard deduction every year. Now, since many people will file itemized deductions this year, you may get less back from charitable giving, property taxes and other common tax breaks.

Essentially, places you used to save may not be available to you anymore, so it’s time to take a fresh look at your strategy or risk losing out on new opportunities to save.

“It’s our job to educate the community while there’s still time to respond to these pretty sweeping changes. We’re here to provide education, review existing tax plans and coordinate with tax professionals,” John said. “That’s what we do every day to help our clients achieve more in life and business.”

As we proactively guide our Vance Wealth family down this new path, and as we wrap up 2018, we encourage you to connect us with those you care about. We’re eager to provide our education, guidance and time — and we invite you to spark the connection.

Please contact to get more information.

Disclosures: The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete. Any opinions are those of John Vance and not necessarily those of Raymond James. Raymond James does not provide tax services. Please discuss these matters with the appropriate professional.