2016 YEAR-END TAX STRATEGIES & PLANNING – We have provided some discussion on the more common strategies that may assist you with your year-end tax planning. Remember that you are unique and that not all your planning opportunities may be listed. Please let us know if we can develop a strategy that will best meet your specific situation.
See the “Year-End Tax Planning & Strategies” section to review the discussion.
2016 TAX ORGANIZERS & QUESTIONNAIRES – We will mail customized Organizers and Tax Questionnaires to you, our clients, to help guide you in gathering the information we need to prepare the tax returns. These tools will help give us a better understanding to more accurately prepare the tax return and to discover tax saving opportunities. Because situation may have changed, additional Organizer pages are available to down load should they be needed (see applicable “Tax Organizer” page ).
THANK YOU! – At this time of Thanksgiving celebration our thoughts turn gratefully to you with warm appreciation. We’ve been blessed with the many clients, both individuals and businesses, that we serve throughout the year. We find great satisfaction in helping meet your needs and to be part of helping you progress towards your financial goals.
AS SEEN IN THE IDAHO BUSINESS REVIEW – Rick recently was published in the Idaho Business Review (Feb. 26, 2016) addressing the public policy push for increased minimum wage rates. Businesses need to understand the financial impact of a rate increase and how to implement the right strategies. We have a series of articles to help you with your analysis and review of strategies. (Link to 1st article.)