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The Saving is in the Details


Tax planning isn't rocket science. But in some respects, it's becoming just as complicated. That's because there are now so many provisions and rules governing so many situations that, if you don't pay attention to the details, you'll end up paying a lot more tax than necessary - or at least not saving all you could.


This guide is designed to give you an overview of tax laws and tax-saving strategies for various situations, so you develop a basic understanding of ways to lower your tax liability. It will help you identify specific steps you may want to take, as well as areas you may want to look at more closely and discuss with an advisor. At a minimum, it will give you a sense of the intricacies of tax planning and show why maximizing your tax saving requires savvy planning, timely action and professional guidance.

As you review the pages, you may want to mark those sections that seem especially relevant to your situation or that discuss items you would like to know more about. Doing so will remind you of tried-and-true strategies that pertain to you and perhaps identify new ways to save tax and achieve your financial goals.

Carefully looking through this guide will also help guarantee that you benefit from all the strategies it presents to reduce your tax liability. Just remember that there are many others we simply don't have room to talk about here.

Whatever your situation, don't wait until the end of the year to start thinking about ways to minimize your taxes. Tax planning is a year-round activity. To save the most, you may need to act immediately - or at least before year end.

Please feel free to contact us for more information about the tax provisions and tax-saving strategies discussed here, or about other tax planning and wealth management matters of interest to you. Our experienced professionals would welcome the opportunity to sit down and talk to you about ways to keep more of your money where it belongs - in your hands, not the government's.





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