by Spencer Neal | Dec 13, 2016 | Taxes
In our October newsletter, we presented the following year-end tax planning ideas: • Maximize retirement plan contributions • Maximize contributions to College Savings Plans • Maximize contributions to Health Savings Plans • Take all Required Minimum Distributions...
by Spencer Neal | Nov 8, 2016 | Taxes
As we enter the fourth quarter and with year-end rapidly approaching, we would like to present you with some year-end tax planning recommendations. The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax...
