Shared knowledge is shared strength

We believe in the value of ongoing education and the powerful impact of sharing experiences and insights. This active collaboration is the glue that strengthens the bond between client and advisor. Access our latest thinking here.

Back To Topical Viewpoints

2014 Year-End Tax Planning

Thus far, 2014 has proven to be one of the quietest years for tax legislation in recent memory. As we close in on year-end we are still waiting for Congress to pass the popular tax benefits commonly referred to as “extenders.”