As the dog days of summer are here, please take a moment to cool off, relax, & enjoy our attached brochure of 2017 Tax Changes. Click here – 2017 Tax Changes
As 2017 begins to wrap up, now is a good time to review your tax situation. Tax planning before year-end is important because you still have time to adjust strategies that will make a difference when preparing your 2017 tax return. Our Tax Planning Roadmap tool will identify opportunities to increase your tax refund, decrease your tax liability, and help you save for retirement! Each Roadmap is personalized to your situation based on last year’s tax return and any new information provided to us.
Our Tax Planning Roadmap is provided to us through our membership with Thomson Reuters – a leading provider of tax research, step-by-step guidance, and quality control relied upon by thousands of firms as the industry standard!
Did you know…
– Contributions to a Traditional IRA may be deductible on your Tax Return
– You have until April 15, 2018 to Contribute to your Traditional IRA
– If you turned 70 1/2 during 2017, you may need to take RMD’s by April 1, 2018
– Failure to take your RMD’s can result in 50% penalty
_____ Yes! Please schedule my FREE Tax Planning Consult for (circle day & time):
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at 3pm 4pm 5pm 6pm 7pm or Saturday between 11am – 4pm
Note: Appointments will be scheduled on first response basis between 3pm-7pm. Tax planning is recommended between Aug – Oct. 15 to be most effective.
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Please return the above to firstname.lastname@example.org or call 920-277-2991 to schedule your Tax Planning Consult!