We have just posted the 2017 MIDYEAR TAX PLANNING LETTER on our website. Here are headlines from the Letter. To read any of these articles, click here. If you have any questions, please don’t hesitate to contact us at Cataldo Financial & Consulting Group: call 215-491-9566.
UNCERTAIN TAX LAWS CALL FOR ‘SMALL BALL’ PLANNING
In baseball everyone loves a dramatic home run. But a long time ago, teams found out they could beat a power-hitting opponent with a disciplined, methodical strategy that emphasized small gains and flexibility.
DON’T LET TAXES EAT AWAY THE LEGACY YOU PLAN TO LEAVE
With federal estate taxes on the table for reform, now is a good time to review some estate planning principles and determine whether potential tax reform could impact the legacy you plan to leave to your heirs.
With federal estate taxes on the table for reform, now is a good time to review some estate planning principles and determine whether potential tax reform could impact the legacy you plan to leave to your heirs.
SUCCESSION PLANNING – WHY IT’S EVEN MORE IMPORTANT THIS YEAR
Tax reform is making its way through the halls of our nation’s capital and business owners should take note, especially if they are planning to retire in the not-too-distant future.
Tax reform is making its way through the halls of our nation’s capital and business owners should take note, especially if they are planning to retire in the not-too-distant future.
Click here to read any of the articles in their entirety.
If you have any questions, concerns, or would like to discuss what we can do for you, contact us at 215-491-9566.
Sincerely,
Cataldo Financial & Consulting Group