2017 Year End Tax Planning Newsletter

Attached to this post you will find our 2017 year end tax planning newsletter. You’ll notice we’ve added more content this year to include articles not only for individuals, but business and financial tax planning information as well. We hope you find it useful and if you have any questions or concerns, please call or send us an email.

We will update you on any new tax act information that comes out of Washington when it happens.

Warmest wishes for a safe and happy holiday.

YE Tax Letter 2017

Your business year-end health check

Business owners and managers spend most of their time monitoring operations and dealing with everyday problems. But just as an annual checkup from your doctor helps monitor and manage your personal health, an annual checkup can do the same for your business. Here are seven checkup tasks that you should make time to do every year. These are important for your long-term business health and personal success:
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Your receipts are important: save them

Deduction opportunities abound for people who know the importance of saving their receipts and keeping proper documentation. Make sure you’re taking the right steps to make qualified deductions during filing season.
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How much do you need to retire?

The statistics are staggering. The majority of Americans do not save for retirement or have not saved enough for retirement. Make sure you’re taking these three steps to be financially prepared for your retirement. [Read more…]