Active Tax Planning Makes for Satisfied Clients

As we near the year end, we encourage clients to review their 2014 activity as compared to their 2013 tax returns. Individuals may realize a calmer 2014 tax filing season by now evaluating upcoming cash flow needs. Proactive planning with respect to transactions, tax withholding, and estimated tax payments is essential. Baker Newman Noyes, with its collaborative model, works with clients and their advisors to make sure tax planning is a priority and timely considered.

For questions about these topics or other matters, please contact Jean McDevitt, tax principal and private client services lead, at 1.800.244.7444.