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