Year End Tax Planning for 2015

Dear Clients and Friends,

Another year has passed, and the time for year-end tax planning is upon us again.

We have survived the second tax season with most of the big changes associated with the American Taxpayer Relief Act of 2013 (ATRA) which was signed into law on January 2, 2013, along with provisions in the Patient Protection and Affordable Care Act of 2010 taking place in 2013. The main focus of this year’s Silicon Valley Wealth Advisors (SVWA) tax letter is on tax planning. Also included is an article on cybersecurity which you may find educational.

If you have any questions about this letter and would like to get together to discuss tax planning strategies and/or other financial planning matters, please let us know.

Read the full letter here.