Year-end tax planning is on the agenda for many taxpayers, with good reason. That said, you don’t have to wait for November or December to make astute moves. Planning in June or July can lead to tax savings that might be reduced or lost altogether if you wait for late fall to act.

What’s Inside

  • Mid-year tax planning
  • How IRA’s affect Medicaid planning
  • New rules for business travel deductions
  • Tax calendar