Dear Client,
We have just posted the 2018 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.
WANT TO AVOID A 2018 TAX TRAGEDY? PLAN NOW
This year marks the first in decades with massive tax law
change, creating tremendous uncertainty and potential tax
surprises at year-end. Don’t let this happen to you.
5 LIFE EVENTS THAT’LL ALTER YOUR TAX BILL
While tax code overhauls are bound to change your tax bill,
an event in your own life is a much more common reason why
you’d need a tax tune-up.
DON’T LET YOUR NEST EGG BECOME A HORNET’S NEST
At some point on your journey to retirement, your focus will
likely shift from your own needs to the needs of those you
leave behind. Learning the tax treatment of inherited retirement
assets is a good first step toward passing them on wisely.