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With the possibility of significant tax reform legislation this year, tax planning is more complicated yet more important than ever. To save the most, you need to be sure you’re taking advantage of every tax break you’re entitled to.   As you look through this Tax Planning Guide, please note the strategies and tax law provisions that apply to your situation or that you would like to know more about.

Contact us with any questions you may have about these or other tax matters.  We welcome the opportunity to schedule a time to talk about ways to lighten your tax burden and better achieve your financial objectives.