Editor's Note: In-depth coverage of this issue can be found at Tax Facts Online, the premier reference on the taxation of insurance, employee benefits and investments.
While it is always important for clients to take stock of their financial health as we ring in the new year, planning ahead for the 2017 tax year can prove more valuable than ever, as the new presidential administration has promised several changes that could dramatically impact a client's tax planning.
This article will highlight four tax planning strategies that clients may be overlooking as the New Year — and new presidency— dawns. Planning to take advantage of income tax strategies as well as tax savings that can be realized using health savings vehicles and retirement accounts can all prove critical to a client's ability to maximize their tax savings.
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