“…but in this world nothing can be said to be certain, except death and taxes.” -Benjamin Franklin-

Despite the obvious wisdom of Benjamin Franklin that has transcended centuries, we would like to make one addition – change.

Every year our tax code, which is quite extensive, undergoes a revision. Some of the changes are a result of inflation adjustments. Some are at the hands of Congress. And others are a direct result of administrative amendment by our friends at the IRS.

Every year, we like to post what has changed, because effective tax management is a key component of any wealth strategy. If you have questions or would like to discuss how any of these changes may impact your plan, please let us know. We are here to help.

Nuveen 2018 Tax Facts Quick Reference Guide