The Tax Planning Letter – New Year

Dear Clients and Friends:

Our 2017 New Year Tax Planning Letter is now available on our website to offer insights on how to minimize your taxes and keep more of your hard-earned money.

To read the letter please click here.

Listed below are the valuable topics covered in this issue:

  • Reap the most savings with early planning for changing conditions
  • Tax highlights for 2016 returns and 2017 planning
  • What’s new in 2017, what’s the same, and 2017 due dates at a glance
  • Is your business liable for taxes in other states?

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

We hope you find the letter to be both informative and helpful. Please contact us if we can assist you in your planning and in meeting your tax filing obligations.

Warm regards,

Berkson Asset Management, Inc.
Registered Investment Advisor

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