2017 Year End Income Tax Planning

Both the House and Senate have passed versions of the tax bill. While nothing is set in stone, Candace Varner, Director of Tax, offers guidance on tax moves to consider: Click here to open. If you have any questions or comments, you can email your Creative Planning...

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021