As the end of the year approaches, we know you might be 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. We hope you will found this report to be informative and that you find some of these strategies useful as you go through your tax-planning process this year. 

The 2016 Tax Planning Whitepaper Covers:


  • What's in store for 2016

  • Actions you can take

  • IRS inflation adjustments

  • Key dates to remember

  • Tips on maximizing tax savings

  • Advice on gift-giving and charitable contributions


If your concerned about owing Uncle Sam this year, there may still be some last-minute moves that you can make to lower your tax burden. While our specialty lies in wealth management, we have worked with our CPA friends to compile these tips for you. Before acting on any of the advice in this report, we suggest you consult with your personal tax professional.

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