2017 Midyear Tax Planning Letter




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Jul 01, 2017

Here are the headlines from the 2017 Midyear Tax Planning Letter. To read any of these articles, click on the title or the link below.

UNCERTAIN TAX LAWS CALL FOR 'SMALL BALL' PLANNING

In baseball everyone loves a dramatic home run. But a long time ago, teams found out they could beat a power-hitting opponent with a disciplined, methodical strategy that emphasized small gains and flexibility.

DO NOT LET TAXES EAT AWAY THE LEGACY YOU PLAN TO LEAVE

With federal estate taxes on the table for reform, now is a good time to review some estate planning principles and determine whether potential tax reform could impact the legacy you plan to leave to your heirs.

SUCCESSION PLANNING - WHY IT IS EVEN MORE IMPORTANT THIS YEAR

Tax reform is making its way through the halls of our nation's capital and business owners should take note, especially if they are planning to retire in the not-too-distant future.

Contact our team of accountants and consultants to discuss any of these strategies!

2017 Midyear Tax Planning Letter



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