We hope you find these complimentary materials helpful. Please feel free to contact us if you have any questions or would like to discuss your unique situation.
Note: After this edition was published, the IRS issued guidance that affects information on page 17 about the health care act. The effective date for the provision imposing penalties on certain “large” employers not providing sufficient health care coverage to full-time employees had been January 1, 2014, but has been postponed to January 1, 2015.
- 2013-2014 Tax Planning Guide (Download a PDF copy)
- Estate Planning Guide (Download a PDF copy)
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