New Year Edition 2019

Dear Client,

We have just posted the 2019 New Year Tax Planning Letter on our website. Here are some headlines from this issue. To read any of these articles, click on the link at the end of this email.

Will these new changes alter your 2019 tax plan?
Even though many major tax changes kicked off at the beginning of 2018, there are a few big 2019 changes you may want to consider.

Your top 3 go-to tax moves
Chances are your 2019 tax strategy will look a little different than those of past years. Just remember to include the tried-and-true tax moves.

It’s time to create your succession plan
Preparing a succession plan is vital for your business, yet it can also be overwhelming. Follow the essential steps and you’ll be on the right track.

To read the full articles, go to:

New Year 2019

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