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 2016 Year-End Tax Planning Guide highlights various PATH Act provisions, along with other potential opportunities for lowering individual and business taxes.
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.
The Retirement Planning Guide is designed to show you how to take charge of your future by beginning to plan for your retirement now.