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2009 Year-End Tax Planning Letter

The 2009 Year-End Tax Planning Letter includes valuable information on new laws, rulings and regulations that could affect your tax situation and have an impact on your year-end tax planning. In addition, you will find strategies and tips for:

Individual Tax Planning
  • Charitable Contributions
  • Alternative Minimum Tax
  • Higher Education
  • New-vehicle Deduction
  • Kiddie Tax
  • Estimated Tax
Business Tax Planning
  • Section 179 Deductions
  • Depreciation Deductions
  • Business Bad Debts
  • New Estimated Tax Safe Harbor
  • Work Opportunity Tax Credit
Financial Tax Planning
  • Capital Gains and Losses
  • 401(k) Plans
  • IRA Contributions
  • Roth IRA Conversions
  • Required Minimum Distributions
  • Estate-tax Planning

To download a copy of the complete 2009 letter, click the link below.

2009_Year-End_Tax_Planning_Letter.pdf

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