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Insight into the new year
Use year-end planning to seize future opportunities
Advanced Planning

2019 year-end planning guide
Now is the time to
work with your
financial team to
see if there are
ways to reduce
your overall tax
burden for 2019
and beyond.

In today’s world, the pursuit of your life’s goals is being challenged in new
ways. Which makes now the perfect time to review your goals in terms of
“Advice. Beyond investing.” Because when we collaborate on what matters
most to you, we can create a plan tailored for you.
Legislation watch

2

Tax planning strategies

4

Investment planning

8

Dates to note

9

Estate planning

Advice. Beyond investing.

9

Charitable planning

10

Retirement planning

13

plan

access

save

borrow

grow*

protect*

As we approach the end of 2019, it is a good time to pause, reflect on the year’s events and
plan for the future. Now is the time to work with your Financial Advisor and other strategic
partners to see if there are ways to reduce your overall tax burden for 2019 and beyond. Yearend tax planning includes a review of gains and losses, as well as the active management of your
portfolio to help minimize income tax consequences of this year’s market activity.
Visit our website at ubs.com/team/burishgroup for a copy of our 2019 year-end planning
guide to learn more about setting the stage and plotting a course that will help you meet your
wealth goals in the years to come.

give

* Investing involves risks, including the potential of losing money or the decline in value of the investment. Performance is not guaranteed.

Andrew D. Burish, CIMA®
Managing Director
#1 Forbes Best-in-State Wealth Advisor in Wisconsin, 2019*
#10 Wealth Advisor on Forbes Top 250 in the US, 2019*
The Burish Group
UBS Financial Services Inc.
8020 Excelsior Drive, Suite 400
Madison, WI 53717
608-831-4282 burishgroup@ubs.com

ubs.com/team/burishgroup

*Accolades are independently determined and awarded by their respective publications. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results.
For more information on a particular rating, please visit ubs.com/us/en/designation-disclosures. CIMA® is a registered certification mark of the Investment Management Consultants Association Inc. in the United States of America
and worldwide. Neither UBS Financial Services Inc. nor its employees provide legal or tax advice. Clients should consult with their attorney and tax advisors regarding their personal circumstances. As a firm providing wealth management
services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by
different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services
we offer. For more information, please review the PDF document at ubs.com/workingwithus. © UBS 2019. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. VIP_11132019-1 Exp.: 12/31/2020

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