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The cyber news for November runs the gamut: from shopping scams to hackers-for-hire; from schools being targeted to cryptocurrency security bugs.

This is a great time to execute plans which can minimize your federal and state tax obligations as well as address long-term concerns. Amid the current beehive of activity regarding tax legislation, it doesn’t seem likely that the rules for 2017 will significantly change.

Early morning, December 2, 2017, the Senate passed its version of tax reform legislation after key compromises were made to the Tax Cuts and Jobs Act H.R. 1 which affects all taxpayers.

As the year comes to a close for some private foundations, there are a number of tax planning tools and year-end measures that we have compiled to help mitigate any excise tax on net investment income and prevent some common pitfalls that could result in other types of excise taxes.