Make smarter tax decisions

Taxes are complicated. Armed with the right information and options, you can be in a better position to make smarter tax decisions—at the right time. Our 2017 tax planning guide (PDF, 374 KB) includes updates and information that can help prepare you to make important tax-related decisions throughout the year. It includes information about:

  • 2017 dividends and capital gains tax rates
  • Custodial accounts
  • Kiddie Tax
  • Estimated tax payments
  • Social Security, Medicare and self-employment taxes
  • Retirement plans
  • Employee stock options (tax characteristics)
  • 2017 individual income tax rates
  • Additional tax numbers, including income tax and AMT deductions and exemptions
  • 2017 itemized deduction limitation
  • Charitable contributions
  • 2017 Alternative Minimum Tax exemption
  • 2017 standard mileage rates
  • 2017 trust and estate income tax rates
  • Estate and gift taxes
  • 2017 health and education items
  • Affordable Care Act: penalties and forms
  • ABLE accounts
  • New developments for 2017
  • Filing deadline changes
  • Summary of the new administration's key tax proposals

Each decision you make with regard to financial planning, whether it pertains to investments, insurance, education, housing, retirement and/or estate planning, can impact your tax situation. UBS is committed to addressing all of your financial needs, giving you the confidence to pursue all of life’s goals. This includes helping you understand how your current and future tax strategy can support your larger financial goals.

Is your tax strategy aligned with your ultimate financial goals? Together we can find an answer. Connect with your UBS Financial Advisor or find one.