Year-End Tax Planning

Dear Client,

We have just posted the 2017 YEAR-END TAX PLANNING LETTER
on our website. Here are headlines from the Letter. To read
any of these articles, click on the link at the
end of this email.

5 STRATEGIES TO SHRINK YOUR TAX BILL
If it looks like you’re going to have a high tax bill this
calendar year, consider five different options you have for
reducing it.

HOW EARLY ROTH IRA FUNDING CAN MAKE YOUR CHILD A MILLIONAIRE
As a parent, you want to do whatever you can to make sure your
child’s future is financially secure. A twist on the typical
Roth IRA may help.

DON’T COUNT ON THESE TAX BREAKS FOR 2017
Three tax breaks expired permanently in 2016. Find out which
ones and whether or not you need to make adjustments for your
2017 taxes.

2017 Year-End Tax Planning Letter

Midyear Tax Planning

Dear Client,
We have just posted the 2017 MIDYEAR TAX PLANNING LETTER
on our website. Here are headlines from the Letter. To read any of these articles, click on the link at the end of this email.

UNCERTAIN TAX LAWS CALL FOR ‘SMALL BALL’ PLANNING
In baseball everyone loves a dramatic home run. But a long
time ago, teams found out they could beat a power-hitting
opponent with a disciplined, methodical strategy that
emphasized small gains and flexibility.

DON’T LET TAXES EAT AWAY THE LEGACY YOU PLAN TO LEAVE
With federal estate taxes on the table for reform, now is a good
time to review some estate planning principles and determine
whether potential tax reform could impact the legacy you plan to
leave to your heirs.

SUCCESSION PLANNING – WHY IT’S EVEN MORE IMPORTANT THIS YEAR
Tax reform is making its way through the halls of our nation’s
capital and business owners should take note, especially if they
are planning to retire in the not-too-distant future.

Midyear Tax Plannings Tips