The 2017 calendar year is wrapping up quickly. While many of us have our eyes on the holiday season, this is the time to review your personal and business financial goals. Think of it as a “checkup” to make certain you make the most effective, tax-savvy financial moves to end this year fiscally healthy.
"Timely financial planning is one of the best gifts you can give yourself as it will affect you and/or your business for years to come."
Even with significant tax reform expected for the 2018 tax season, we are still working under the federal and state tax laws that are on the books for 2017 taxes. We have compiled a quick tax tip guide to review some of the financial topics that we have determined to be the most important and relevant tax issues for most taxpayers for year-end review.
Click now to download the 2017 McRuer CPAs Year-End Tax Tips Guide.
Each individual and business is unique, so consider discussing your options with a professional in time to make any tax-saving moves that may help your particular needs. Please contact us if you have any questions or would like to schedule a year-end tax planning session with a McRuer CPAs Tax Planning Team Member. If you are already a McRuer CPAs client, the year-end planning session is free. Call us at: 816.741.7882.