As you look through the guide, please note the strategies and tax law provisions that apply to your situation or that you would like to know more about. Then contact us with any questions you may have about these or other tax matters.

  • Year to Date Review

  • Executive Compensation

  • Investing

  • Real Estate

  • Business Ownership

  • Charitable Giving

  • Family & Education

  • Retirement

  • Estate Planning

  • Tax Rates

The 2016 Year End Tax Planning Guide publication was developed by a third-party publisher and is distributed with the understanding that the publisher and distributor are not rendering legal, accounting or other professional advice or opinions on specific facts or matters and recommend you consult an attorney, accountant, tax professional, financial advisor or other appropriate industry professional. This publication reflects tax law as of June 15, 2016. Some material may be affected by subsequent changes in the laws or in the interpretation of such laws. Therefore, the services of a legal or tax advisor should be sought before implementing any ideas contained in this publication. © 2016