Around this time every year, people across the country breathe out a collective sigh of relief as they finish up and file their taxes for the previous year.

This year was different than most because for the first time in decades, we saw meaningful changes to the tax code. While these new rules impacted everyone differently, you likely noticed a few changes in how you filed your taxes or your return for 2018.

However, more changes are on the way for the year ahead. And while it may seem a long way off, there are a few steps you can take today that can make a big difference when it comes time to file next year.

In Haverford Trust’s 2019 Tax Planning Guide, we provide information on some of these upcoming changes and outline a few strategies that we’re looking into for all of our clients.

Click here to download the guide.

Please contact your portfolio manager if you’d like to discuss how these changes may affect you and strategies that can be considered.


The information provided herein is not intended to be, and should not be construed as, legal or tax advice or a legal opinion. Haverford does not provide legal or tax advice. You should contact your legal or tax advisor regarding your specific tax situation prior to taking any action based upon this information.

Investments in securities are not FDIC insured · Not bank guaranteed · May lose value.