New Year 2010
Dear Clients and Friends,
This year is a critical one for tax planning. Many of the tax rates and rules we have at the start of 2010 are scheduled to sunset at year-end, and the tax code prior to the Tax Act of 2001 will once again take effect in 2011. Congress sees this pending event as a good reason to tackle a complete overhaul of the tax code this year.
A change as significant as we will have between the tax rules in 2010 and 2011 presents opportunities for tax planning. Make time early this year to consider the moves you can make to minimize your taxes in both 2010 and 2011.
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This Letter is intended to encourage you to get started with your planning. Not every suggestion will be appropriate for you, and options not mentioned here may be more suitable in your particular situation. Don't let this watershed year in taxes pass without devoting some time to the kind of planning that will lower your taxes and help you achieve your financial goals. Call now and let's get together to put a tax plan into action for you.
