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2014 Tax Planning Guide

Many thought-provoking things have been said about the essential need for planning. Take, for example the following: “Good fortune is what happens when opportunity meets with planning.” (Edison); or, “Those who fail to plan, plan to fail.” (Churchill).  Wise words from wise men; however, in the end, this may say it best – “Organizing is what you do before you do something, so that when you do it, it isn’t all mixed up.” (A. A. Milne).

Our Tax Planning Guide (the Guide) is intended to assist you in planning your future from a tax perspective.  Tax laws are ever-changing, and the result can be a minefield for the unprepared.  The Affordable Care Act (ACA) introduced a maze of new tax issues in 2013 (including the new Net Investment Income Tax (NIIT).  In 2014, other elements of that law will come into play, which will require vigilant attention – both for businesses and individuals.  The Guide will address those issues, as well as provide you with other innovative strategies to help minimize your tax liability and build your wealth.

What has become clearer as a result of this dynamic environment is that a vigilant approach to tax planning is essential.  With rate changes come decisions regarding the timing of expenditures and the deferral of income.  While the Guide will help navigate some of the important issues of the day, we encourage you to contact us so we can work together to ensure that you’re exploring all tax saving opportunities and avoiding costly missteps that plague the unprepared taxpayer.

Click the link below to download the Guide now.

2014-2015 Tax Planning Guide