Year-End 2017 Tax Planning Letter

Dear Clients and Friends:

Our Year-End 2017 Tax Planning Letter is now available on our website. The letter offers insights on how to create a tax-saving plan to reduce your 2017 tax bill.

To read the letter, please click here.

Listed below are other valuable topics covered in this issue:

  • Plan now for a smooth filing experience
  • How early Roth IRA funding can make your child a millionaire
  • Don’t count on these tax breaks for 2017

If you would like to discuss any of our Tax Planning Letter topics in more detail, please call Steve at (818) 449-3122 or send him an e-mail at steve@berkson.net.

We hope you find this information both useful and interesting. Contact us to arrange a year-end tax review. Likewise, please let us know if there is anything we can do to help with your financial planning or investment needs.

Warm regards,

Berkson Asset Management, Inc.
Registered Investment Advisor

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