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2016 Tax Planning

December 08, 2015
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As the end of the year approaches, we know you are busy with holidays, family, and travel, but it is also a good time to do some last minute tax planning. As a courtesy, we want to provide you with a few eleventh-hour tax tips you may find useful. Although tax planning is rarely fun, these strategies could help you keep more of your hard earned money.

Although we review these items with our clients throughout the year, you may find this whitepaper useful to review for your peace-of-mind or for a friend who may not receive comprehensive wealth management services.

Please click below to download your copy:

2016 Tax Planning Whitepaper

If you have any questions about this information, please let us know; we would be happy to discuss your concerns.