Category Archives - Tax Planning Memos

Notice of Intent to Levy

November 18, 2016 - No Comments

Full Story »

Charitable Deduction Opportunities

July 7, 2016 - No Comments

Charitable Deduction Opportunities

Full Story »

Tax Planning Memos (Download)

March 1, 2016 - No Comments

Download:

Tax Planning Memos (Zip)

Full Story »

Tax Extenders 2014 – Deductions and Tax Credits

February 20, 2015 - No Comments

Undoubtedly, you are interested in maxing out your tax deductions and tax credits for 2014. Here is a list of the temporary tax extenders Congress

Full Story »

2009 Business year-end tax planning

November 27, 2012 - No Comments

Dear Friends of Our Firm,
Despite conventional wisdom, year-end planning isn’t just for personal tax savings. There’s plenty a small business owner or manager can

Full Story »

2009 Personal year-end tax planning

November 27, 2012 - No Comments

Dear Friends of Our Firm,
With the end of the year fast approaching, you can often cash in on unique tax-saving opportunities that won’t be

Full Story »