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Resource Library

We are happy to offer you these financial planning guides from Newkirk, as well as our quarterly newsletter.

Resource Library

These publications are not intended to take the place of professional advice. You'll want to consult with us before using any of the planning tools.


Alten Sakai Quarterly Client Newsletter

2014 Year-end Tax Planning Guide

2016 Year-end Tax Planning Guide

This 2016 Year-End Tax Planning Guide highlights various PATH Act provisions, along with other potential opportunities for lowering individual and business taxes. 

2016 Year-end Tax Planning Guide


2016 Tax Planning Guide

2017 Tax Planning Guide

This 2017 Tax Planning Guide offers valuable tips and strategies to help you lower your tax bill and take advantage of the many tax-saving features contained in the federal tax code.

2017 Tax Planning Guide


Retirement Planning Guide

Retirement Planning Guide

The Retirement Planning Guide is designed to show you how to take charge of your future by beginning to plan for your retirement now.

Retirement Planning Guide


Retirement Planning Guide