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Resources

Successful financial management and planning are founded on accurate and up to date information. Here are some links to the latest tax news and publications that we find particularly useful. If there’s something you don’t see here, or you have any questions, we are just a phone call or email away.

To use the resource table, simply select a subject that interests you.

2016 Personal Tax Changes

Tax season is upon us, and there are a number of changes to keep in mind when you are organizing your personal information. Here is a summary of the important tax changes for the personal tax season of 2016.