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December 22, 2019

Do Your Tax Strategies Need a Refresh?

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With most of the changes from the Tax Cuts and Jobs Act having gone into effect last year, many taxpayers faced some surprises when they filed their 2018 income tax returns. To save the most, you need to be familiar with the changes and how you may need to adjust your tax planning strategies.

This is exactly what our Tax Planning Guide is designed to help you do. To view it, click on the link to visit our website, where you can navigate to the guide and learn important tax law changes and ways to minimize your income tax liability.

As you look through the guide, please not the strategies and tax law provisions that apply to your situation or that you would like to know more about. Then contact us with any questions you may have about these or other tax matters.

We are familiar with the latest tax law developments and tax-reduction strategies, and are eager to help you take full advantage of them. Please reply or call me today to schedule a time to talk about ways to lighten your tax burden and better achieve your financial objectives.

Go to the Tax Planning Guide >