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2015 Tax Planning Guide



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This guide covers many of the tax issues higher-income taxpayers will encounter in 2015. However, there isn’t space to cover every possible tax-savings strategy here.

Please contact us if you have any questions about the Tax Guide and to learn about specific strategies to address your situation.

Guide Contents:

  • Year-to-Date Review
  • Executive Compensation
  • Investing
  • Real Estate
  • Business Ownership
  • Charitable Giving
  • Family and Education
  • Retirement
  • Estate Planning
  • Tax Rates
2015 Tax Planning Guide