We recommend that you take a few moments to review the 2016 Tax Planning Guide. It offers a high level overview of the many tax planning options that may be available to you. We invite you to look through this information and note the sections or strategies that apply to your unique situation.
If you have any questions about these year-end planning opportunities and strategies, please contact our office for additional explanation or to schedule an appointment to further discuss how we can draft a year-end tax plan customized to meet your specific needs. Please keep in mind that most tax reduction strategies must be implemented by December 31, so the sooner that we can begin planning, the better.