2018 Tax Planning Guide
Highlights changes to the tax landscape, including important deadlines, tax rates and other key provisions, and potential strategies to consider.
Download the 2018 Tax Planning Guide (PDF)
Disclosures
Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Wells Fargo & Company and its affiliates do not provide legal advice. This brochure has been created for informational purposes only and is subject to change. Information has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. Please consult your legal and tax advisors before taking any action that may have tax or legal consequences and to determine how this information may apply to your own situation. Wells Fargo Advisors does not provide tax or legal advice. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared.
Wells Fargo Bank, N.A. (the “Bank”) offers various advisory and fiduciary products and services. Financial Advisors of Wells Fargo Advisors may refer clients to the bank for an ongoing or one-time fee. The role of the Financial Advisor with respect to bank products and services is limited to referral and relationship management services. The Bank is responsible for the day-to-day management of non-brokerage accounts and for providing investment advice, investment management services, and wealth management services to clients. The Financial Advisor does not provide investment advice or brokerage services to Bank accounts but does offer, as applicable, brokerage services and investment advice to brokerage accounts held at Wells Fargo Advisors. The views, opinions, and portfolios may differ from our broker/dealer affiliates. Wells Fargo affiliates may be paid a referral fee in relation to clients referred to Wells Fargo Bank, N.A.
Financial Advisors are employed by and registered with Wells Fargo Clearing Services, LLC and are not employees of Wells Fargo Bank, N.A. Brokerage products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker/dealer and nonbank affiliate of Wells Fargo & Company.
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Investment and Insurance Products are:
- Not insured by the FDIC or any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
