2019 Individual Tax Planning Supplement

*CBIZ is a business consulting, tax and financial services provider and works closely with MHM (Mayer Hoffman McCann P.C.), an independent CPA firm providing audit, review and attest services.   CBIZ and MHM are members of Kreston International, a global network of independent accounting firms.

2019 Individual Tax Planning Supplement


Give Your Tried and True Tax Plan a Fresh Start

Tax plans are a lifelong process, and the changes brought by the tax reform law may now as good a time as any to give your strategy a fresh start. The increase in the standard deduction and changes to the tax rates present opportunities for savings. Our 2019 Individual Tax Planning Supplement provides information to help you make the most of the tax reform provisions.

Our supplement includes:

  • Income Tax, Alternative Minimum Tax (AMT), & Net Investment Income Tax tables
  • 2019 retirement plan contribution limitations
  • Qualified Opportunity Zone timelines
  • 2019 estate tax thresholds and annual gift exclusions

The Time for Change is Now

Because many of tax reform’s benefits for individual taxpayers expire at the end of 2025, it’s critical that you consider your planning options now. Our supplement will help map out the benefits that could most affect you by providing insight on:

  • Signs your tax strategy could benefit from an adjustment
  • Income tax minimization strategies
  • Income & deduction planning
  • Tax planning vehicles for your estate plan

Download Our Individual Tax Planning Supplement