New 2014 Tax Planning Guide

'14-'15TaxPlannerWith significant tax-related provisions of the Affordable Care Act (ACA) now affecting many taxpayers — not to mention continued uncertainty about tax reform — tax planning is more complicated yet more important than ever. To save the most, you need to understand how recent tax legislation affects you and how we can assist you in taking advantage of every tax break you’re entitled to.

As we move into tax preparation season, we hope you find our complimentary Tax Planning Guide helpful in understanding recent tax-related legislation and identifying steps you can take to reduce your personal and business tax liability.
To download a copy of the Tax Planning Guide click here.

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 call us at (414)352-3200 with any questions you may have about these or other tax matters.

As our client, you know that our professionals are thoroughly familiar with the latest tax laws and tax-reduction strategies, and are eager to help you take full advantage of them. So please contact us today at (414)352-3200 or at to schedule a time to talk about ways to lighten your tax burden and better achieve your financial objectives.