From: "Morris, Paul V"
To: "Morris, Paul V"
Cc: "Lehane, Sean T"
Subject: TIMELY - Top Individual Tax Planning Considerations Before Year End
Date: Fri, 22 Dec 2017 14:54:31 +0000
Attachments: TopTaxPBIG.pdf
Inline-Images: image001.png
Given the recently passed tax reform, enclosed you will find a summary that was just published by Merrill's Chief
Investment Office.
We would suggest forwarding the publication to your accountant to ensure he is guiding you appropriately for your
specific situation. Let us know if you need anything else.
Regards,
Paul
NEITHER MERRILL LYNCH NOR ANY OF ITS AFFILIATES OR FINANCIAL ADVISORS PROVIDE LEGAL, TAX OR
ACCOUNTING ADVICE. YOU SHOULD CONSULT YOUR LEGAL AND/OR TAX ADVISORS BEFORE MAKING ANY
FINANCIAL DECISIONS.
Paul V. Morris
Managing Director — The Morris Group
Private Banking and Investment Group
Bank of America Merrill Lynch
One Bryant Park, 26th Floor
212-680-5919(o)
917-971-2507 (m)
id:image002.png@0lCE587F.239EBB0
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