Dec 20, 2021

Tax Matters: An Executive Guide to Navigating Year-End Tax Planning

By Goldman Sachs Ayco Personal Financial Management

This guide explores:

  • Relevant tax provisions
  • Year-end tax planning strategies
  • Home mortgages and home equity lines of credit
  • Alternative minimum tax
  • Charitable contributions
  • Nonresident state income taxation, telecommuting and domicile
  • Disaster relief
  • Foreign financial assets
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ABOUT THE AUTHOR

Goldman Sachs Ayco Personal Financial Management

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United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”) is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization.

The information contained herein is intended for informational purposes only, is not a recommendation to buy or sell any securities, and should not be considered investment advice. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances. Please contact your financial adviser with questions about your specific needs and circumstances.

Information and opinions expressed by individuals other than GS PFM employees do not necessarily reflect the view of GS PFM. Information and opinions expressed in this article are as of the date of this material only and subject to change without notice.

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