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A Letter to Our Clients...

Year-end tax planning issues are nothing new, but the implications as we approach 2014 are unusually significant.

For one thing, timely action could nail down a host of tax breaks that won't be around next year unless Congress acts to extend them, which at the present time, looks doubtful.

Doing a bit of year-end planning might also help higher earning taxpayers avoid or postpone paying the new 3.8% tax on unearned income called for under the Health Care Act.

We hope that you will find time to read through this newsletter as soon as you can.  It's filled with tax-saving ideas, many of which won't work if you wait too long. 

Read full article..

Reference and Download Documents

From time to time we will use this section of our website to make available documents, or links, that will make the task of gathering and organizing your tax and financial information easier and more efficient.

We will also send you here to download documents that require input from you that will enable us to best serve you. Those documents are generally relegated to the right column.







2013 Year-End Tax Tips...

Not all these tips based on current tax rules will apply in your particular situation, but you (or a family member) are likely to benefit from many of them. The sooner you call us and make an appointment, the more time we will have to meet, narrow down the specific actions that will benefit your family...or your business. The following will help get  you started on your year-end tax-saving moves.

Year-End Tax Planning Moves for Individuals

more...(see Checklist, pg2)...



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