We are coming to the end of 2016, and our tax team has been busy compiling a list of tax planning ideas that can increase tax savings for yourself and family members.
The topics we cover include:
To assist you with this, click here to view the Year-End Tax Planner which includes some ideas you may want to consider. Your Segal advisor can assist you in determining which of these ideas make sense to you.
Please do not hesitate to call your Segal advisor with any questions about this communication