2014 Year End Tax Moves

Every year, I attend a number of continuing education classes and subscribe to a variety of tax-related publications to gather information to enrich my clients.  In the fall, I pour through these resources and combine them with my best tax strategies to prepare my “Year-End Tax Moves Report”.  I have now published this report and am happy to make it available to those who would find it useful.  Please contact my office either by phone or email and we would be happy to forward a copy.  I hope you find it valuable and informative!

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