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When it comes to planning, hitting financial goals is only part of the story.

Roberts is senior associate, retirement plan services, at Lamco Advisory Group, a financial planning firm.

It's not just for December, but a smart approach throughout the year.

The Senate’s plan requires that holders of more than one batch of a particular security, known as a lot, sell the one they’ve retained the longest first.

Charles Almond has more than 40 years of experience practicing law and specializing in federal income tax matters – in particular, federal income tax matters relating to state and local government bonds and public finance. He can be reached at charles.almond@bracewell.com.

Brian Teaff has a multifaceted tax practice, advising clients in connection with tax-exempt financings and other business transactions in the public finance area, as well as counseling public charities, private foundations and high-net worth individuals on a wide range of tax planning and compliance matters. He can be reached at brian.teaff@bracewell.com.

Victoria Ozimek offers legal advice to clients regarding all aspects of tax advantaged obligations, from vetting the tax issues on proposed financing structures to assisting issuers with post-issuance compliance matters such as remedial actions and private business use analyses. She can be reached at victoria.ozimek@bracewell.com.
is a member of Bracewell LLP's Public Finance practice in Austin.

Sudeep Nadkarni is senior vice president and head of banking and financial services for NIIT Technologies.

Aziz Safa is chief data officer at Intel Corporation.

Abhinav Agrawal is a principal in management consulting firm A.T. Kearney's Digital Transformation practice.