Tag Archives: Tax Planning

It’s Time for Year-End Tax Planning

Posted on November 1, 2011 by Steve

We have compiled a checklist of actions based on current tax rules that may help you save tax dollars if you act before year-end. Regardless of what Congress does late this year or early next, solid tax savings can be realized by taking advantage of tax breaks that are on the books for 2011. Continue reading →

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Tax Planning Can Help You Save Money

Posted on November 6, 2010 by Steve

Every taxpayer has the right AND the responsibility to lower his/her tax bill using a number of different legal methods. Tax planning is the tool that helps you evaluate your financial situation in light of current laws to make sure … Continue reading →

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2009 Year-end Tax Planning Guide Available

Posted on November 16, 2009 by Steve

The 2009 edition of the tax planning guide is now available on our website.  Click here for a pdf version. Just be sure to stay tuned to our blog, emails and Twitter feed.  As legislation changes we will be posting … Continue reading →

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