Our 2014 Tax Planning Guide is now available. This online guide will give you access to updated tax and financial planning information throughout the year. Feel free to forward it to friends and family who you think might find it interesting or helpful. We hope this guide will prove to be a convenient resource for you throughout the year. Just a few of the topics covered in the guide are:


  • Alternative minimum tax (AMT) triggers
  • Expired or expiring tax breaks
  • Capital gain tax
  • 3.8% Medicare tax on net investment income
  • 0.9% Medicare tax on earned income
  • Planning for restricted stock and stock options
  • Planning for real estate investments
  • Succession and retirement planning for business owners
  • Charitable giving strategies


If you have any questions after reviewing the information presented, please do not hesitate to give us a call.