From: "Morris, Paul V"

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:[email protected] This material is being provided to you upon your request and is for informational purposes only. The information contained herein has been obtained from sources or data that we believe to be reliable, but we do not offer any guarantees as to its accuracy or completeness. Market information is subject to change without notice and past performance is no guarantee of future results. Unless noted otherwise, neither the information nor any opinion expressed constitutes a solicitation for the purchase or sale of any security or other instrument. Merrill Lynch considers your trade confirmations and account statements to be the official documentation of all of your transactions. This message, and any attachments, is for the intended recipient(s) only, may contain information that is rivileged, confidential and/or proprietary and subject to important terms and conditions available at If you are not the intended recipient, please delete this message. EFTA01000883