Tax Planning Guides

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

This 2010 Tax Planning Guide suggests a number of strategies that can help lower your federal income-tax liability.

The "What Health Care Reform Means for Your Business" summarizes the key provisions of the Act that may affect your business. You will gain insight as to how the new law applies in defined situations and learn ways to plan for the new law's impact.

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

The Personal Financial Planning Guide looks at the steps of financial-planning and explains how to go about setting up your financial plan. Worksheets and specific planning strategies are included.