We are happy to offer you these financial planning guides from Newkirk, as well as our quarterly newsletter.
These publications are not intended to take the place of professional advice. You'll want to consult with us before using any of the planning tools.
This 2017 Tax Planning Guide offers valuable tips and strategies to help you lower your tax bill and take advantage of the many tax-saving features contained in the federal tax code.
Every year brings tax changes and 2017-18 is no different. Given the changing nature of tax law and the complexity of the tax rules, planning is essential. However one thing is guaranteed, the debate over tax reform will continue. We can help keep you informed of legislative action that may affect your tax situation and develop tax-efficient strategies for you right now and in the future.
The Retirement Planning Guide is designed to show you how to take charge of your future by beginning to plan for your retirement now.
360 Degrees of Financial Literacy is a national volunteer effort of the nation’s Certified Public Accountants to help Americans understand their personal finances and develop money management skills. It focuses on financial education as a lifelong endeavor—from children learning about the value of money to adults reaching a secure retirement.
The 360 Degrees of Financial Literacy Web site offers general information for managing personal finances and does not recommend specific financial actions. For financial advice tailored to your situation, please contact an expert such as a CPA or a personal financial advisor.