Parker Publishing has made available two model letters to clients re year end tax planning, one for individuals and the other for businesses, along with an article, “Year-End Tax Planning for Individuals in Light of Uncertainty Regarding Tax Extenders.”

The article begins as follows:

As the end of the year approaches, its time for practitioners to reach out to clients and schedule an end-of-year meeting on what can be done to lessen the clients 2014 tax bill. The following article on year-end planning for individuals is the first of two installments in Parkers year-end tax planning series. An in-depth look at year-end planning for business will appear in the next issue of Parkers Federal Tax Bulletin.

See full article at In-Depth: Year-End Tax Planning for Individuals in Light of Uncertainty Regarding Tax Extenders..

The model letters are available at the following links:

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.