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It's Never Too Early To Plan

Ben Franklin said, " to  fail to plan is to plan to fail. " This is an adage that certainly applies to tax planning, among other things.  Though the Tax Cuts and Jobs Act of 2017 eliminated many deductions, certain deductions still exist but are being phased out.  This means good tax planning and early tax planning remains  important to maintaining good financial health.


The following are steps you can take now and prepare you for your future taxes:

Adjust Withholdings
Organize Receipts
Review Your Investment Strategy
Review Your Charitable Contribution Strategy
Evaluate Your Tax Credits
Review Your Estate Plan

Don't procrastinate.  Simplify your life and start planning today.    CONTACT US TODAY with questions and we will help you plan your taxes for the future that will save you time and money.   Email arthur@theroartgroup.com today for a complimentary consultation.

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The Roart Group, LLC 


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