Special Issue – 2018 Tax Planning Roundup Year-end planning under the new tax law Sizing up the standard deduction Year-end tax planning for charitable donations Year-end tax planning for investors Year-end retirement tax planning Year-end business tax planning   CPA Client Tax Letter Q4 2018 from TRS CPA Group CPA  Click to Read! See Also: Citation and Resource Guide accompanying…

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This special edition Q2 2018 Tax Letter is full of investing and planning strategies that can help you with ongoing financial management and tax planning.  It contains information on: Tax Planning under the Tax Cut and Jobs Act of 2017 Patience is prudent Know your true tax rate Rethinking retirement contributions Regard Roth conversions carefully Are state…

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This special edition Q1 2018 Tax Letter is full of investing and planning strategies that can help you with ongoing financial management and tax planning.  It contains information on: 2018 Tax News Taxable Versus Tax-Deferred Accounts Tax Credits Beat Tax Deductions Asset Allocation in 529 Plans IRS Ruling May Rescue Estate Plans ESOPs As Retirement Plans  …

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Tax and Financial News The Most Wonderful Time of the Year – Tax Planning Season Now is the time to focus on year-end tax planning. Careful and strategic planning can help minimize your tax bill and maximize what you keep. Given the uncertainty and sweeping scope of proposed tax law changes, planning is both more…

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