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2016-17 Individual Tax Planning Guide

09/20/2016

Last December, many valuable tax breaks were made permanent by the Protecting Americans from Tax Hikes Act of 2015 (the PATH Act). As a result, tax planning in 2016 is a little easier than it has been in recent years.

But there are some tax breaks that the PATH Act only temporarily extended, in many cases only through Dec. 31, 2016. And, even though many tax law provisions are now “permanent,” this simply means that they don’t have expiration dates. With tax reform still on Congress’s agenda and a new President entering the White House in 2017, some major changes could be on the horizon.

This guide provides an overview of some key tax provisions you need to be aware of and offers a variety of strategies for minimizing your taxes. But there isn’t space to touch on all of the available tax-savings opportunities.

Please contact us to learn exactly which strategies will work best for you.

Tax Guide Contents:

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