2013 & Beyond Tax Planning - Updated for 2017

Are you concerned about your tax planning this year? Have you been deferring income and deductions at year end? Not sure what to do in 2017?

You'll need to consider a new approach this year. The "spreading of income and deductions" over multiple years.

Take a moment and review this eBook to learn the provisions that have expired or changed in and tax planning ideas, such as:

  • What's Going to Expire
  • Investment & Tax Planning for Your Portfolio(s)
  • Estate, Gift, and GST Tax
  • Net Investment Income (NII) & Medicare Surtax
  • Other Provisions Set to Expire
  • Tax Rate Calculation Illustration

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This information is based on facts, assumptions and representations as stated and authorities that are subject to change.  We will not update this information for subsequent legislative or administrative changes of future judicial interpretations.

LEGAL NOTICE AND DISCLAIMER:  The information within this web site is for informational and educational purposes only and is not tax advice and should not be used as such.  The facts of each individual situation can have significantly different outcomes when applying tax law.  The hiring of a CPA is an important decision not to be based solely on advertisements.