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2014/2015 Tax Planning Guide
We have prepared this tax planning guide to provide information about deductions, credits, tax law changes and planning strategies that can help you minimize your taxes and maximize your financial well-being.
2013 Year-End Tax Planning Client Letter
Year-end planning for 2013 is extremely challenging because there are higher top income tax rates for ordinary income, capital gains and dividends; uncertainty surrounding the extension of dozens of expiring individual and business tax provisions at year’s end; and the imposition of two new taxes on higher-income individuals’a 0.9% payroll tax on wages and self-employment income and a complicated 3.8% surtax on net investment income.