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November 2014 – Newsletter


Traditional year-end planning techniques remain important for 2014. As always, tax planning requires a combination of multi-layered strategies, taking into account a variety of possible scenarios and outcomes. These income deferral/exclusion and deduction/credit acceleration techniques may be used to reduce your income tax liability: Income Deferral/Exclusion: Receive bonuses earned for 2014 in 2015 Minimize retirement…