2018 Midyear Tax Planning Letter




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Jul 01, 2018

Summer used to be a time to unwind and make minor tweaks to your annual tax and financial plans. But a tidal wave of new tax laws changes all that. We are here to help you navigate the uncharted waters of the new and modified tax laws, and give you straightforward answers about how the changes will affect you today and into the future.

WANT TO AVOID A 2018 TAX TRAGEDY? PLAN NOW

This year marks the first in decades with massive tax law change, creating tremendous uncertainty and potential tax surprises at year-end. Do not let this happen to you.

5 LIFE EVENTS THAT WILL ALTER YOUR TAX BILL

While tax code overhauls are bound to change your tax bill, an event in your own life is a much more common reason why you would need a tax tune-up.

BUSINESS TAXES – YOUR MIDYEAR REVIEW

With all the tax code changes, it is more important than ever that you make a business tax review an integral part of your planning strategy this year. 3 areas to focus on include: business structure, shareholder basis and the loss of the domestic production activities deduction.

DO NOT LET YOUR NEST EGG BECOME A HORNET'S NEST

At some point on your journey to retirement, your focus will likely shift from your own needs to the needs of those you leave behind. Learning the tax treatment of inherited retirement assets is a good first step toward passing them on wisely.

Just click on the link below to read the full articles.
http://www.planningtips.com/Planning_Tips.asp?Co_ID=140306&Tip_ID=4422



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