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
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 Year-End Tax Planning Letter
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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
Guess the right number of mints and lifesavers and win this crystal Waterford bowl! Use the link below to view the bowl! Email your guess or stop by the office to fill out the form in person!
Read more “Tax Season Contest”
The exemption amount for 2015 increased to $5,430,000 from the 2014 exemption amount of $5,340,000. The exemption is allowed as a unified credit.
Read more “Estate and Gift Tax 2015-2016”
How will health care reform affect you and your taxes?
Read more “Health Care Reform”