The upcoming tax season is fast approaching and we anticipate it being a particularly busy one … and even a bit confusing for some clients.
New tax exemptions, credits, stimulus incentives and deductions abound; simultaneously, there are a number of opportunities will disappear with 2010. Now is the time to meet with your tax planner, wealth manager or financial advisor about these new tax law changes.
Talk with your investment or wealth management expert regarding these changes and new opportunities. By initiating your tax strategy, planning and preparation now, you can strategically approach your financial planning and wealth management with diligence and foresight.
Watch for the complete article in an upcoming issue of Perspectives, published by Inside Indiana Business. I’ll be sure to post it here too so check back soon.