financial planning

July 2019, Midyear Tax Planning Newsletter

Get ahead of the curve this summer with our Midyear Tax Planning Newsletter. We want to make sure our clients have all the tools they need to make the coming tax season a successful and stress-free one. The newsletter will provide some guidance and tax planning opportunities related to the Tax Cuts and Jobs Act. Key topics include; Filing Statuses, Tax Withholdings/Estimated Payments, Deduction Strategies, Investment Income, Qualified Tuition Plans, Qualified Small Business Corp., Qualified Opportunity Funds, Deferred Income and more.

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