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.
The model letters are available at the following links:
- Sample Client Letter: 2014 Year End Tax Planning for Individuals
- Sample Client Letter: 2014 Year End Tax Planning for Businesses