Westward Group for Tax and Estate Planning Advisors Tokyo Paris Review - Tax Strategies Scan: More Year-End Tips





Westward Group for Tax and Estate Planning Advisors Tokyo Paris Review - Tax Strategies Scan: More Year-End Tips

Created on: Dec-29-2014   Published on: Dec-29-2014

 

8.5" x 8.5" - Perfect Bound - Softcover - Color - Photo Book
Theme: Open Theme    Sales Term: Everyone
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5 year-end tax tips for clients: As the year draws to a close, investors should keep in mind their financial obligations to avoid certain consequences such as tax penalties, according to U.S. News & World Report. Mutual fund owners could face a huge tax liability from returns accumulated before the fund was purchased. For seniors, the deadline for making minimum distributions for retirement plans becomes Dec. 31 after the initial year of taking such distributions. -- U.S. News & World Report

 
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timamsel
Joined: Dec-29-2014

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Westward's expertise is in designing, implementing and managing insurance-based tax and estate plans for high net worth individuals and owners of private companies.

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