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2017-18 Individual Tax Planning Guide



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Are you taking all of the tax breaks available to you?

With the possibility of significant tax reform legislation this year, tax planning is more complicated yet more important than ever. To save the most, you need to be sure you're taking advantage of every tax break you're entitled to.

This is exactly what our Tax Planning Guide is designed to help you do. Our guide will help you learn about important tax law changes and ways to minimize your income tax liability.

As you look through the guide, please note the strategies and tax law provisions that apply to your situation or that you would like to know more about. Then, contact us with any questions you may have about these or other tax matters.

individual-tax-17-full.jpgTax Guide Contents:

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