Tax planning for the year ahead is never an easy task. As 2016 closes and 2017 approaches, it is even a more daunting task in light of the election of a new president.

Our Tax Planning Guide is offered as an online resource that will provide you with strategies to employ throughout the year to maximize your income and minimize your tax obligations.

In the Guide, you will read all about tax planning basics, as well as find informative and relevant content related to:

  • Real Estate
  • Investing
  • Business entity structures
  • Retirement and estate planning
  • …and so much more!

With significant tax-related provisions of the Affordable Care Act (ACA) now affecting many taxpayers, and the uncertainty of how they may be changed under the new administration, along with ongoing ambiguity about tax reform, tax planning is more complicated now, than ever.

This guide will help you proactively find ways to reduce your taxable income and take advantage of every tax break you’re entitled to.

Tax planning can be complex. If you would like to benefit from our expertise in these areas or if you have further questions on this Advisory, do not hesitate to contact our Tax and Accounting specialists, or call us at 1-800-239-1474.