The Tax Planning Letter – New Year

Our 2016 New Year Tax Planning Letter is now available.

Here is a brief look at some of the topics in this letter:

DECEMBER 2015 LAW REINSTATES “EXTENDERS” 
The “Protecting Americans from Tax Hikes Act of 2015,” which was signed into law on December 18, 2015, reinstated a long list of tax breaks known as “extenders.”

DON’T OVERLOOK DISABILITY-RELATED TAX BREAKS FOR YOU OR YOUR FAMILY
Medical deductions are one example of tax breaks you may be eligible for if you or a family member has disability-related income or expenses.

GET A HANDLE ON YOUR 2015 TAX FORMS AND DUE DATES
Check these important reminders that could affect your 2015 tax return filing.

WHAT’S NEW IN 2016
Here’s a quick review of some of the tax changes you’ll see from 2015 to 2016 as a result of inflation adjustments and tax law changes.

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

We hope you find this information interesting and helpful. 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
Registered Investment Advisor