2017 tax guide

A GUIDE TO 2017 TAX LAW CHANGES (AND MORE)

Presented by Paul E. Lewis, CFP®, CWS®

Download your 2017 Tax Guide now.

Securities and Advisory Services offered through Triad Advisors Member FINRA/SIPC.

This Special Report is not intended as a guide for the preparation of tax returns. The information contained herein is general in nature and is not intended to be, and should not be construed as, legal, accounting or tax advice or opinion. No information herein was intended or written to be used by readers for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax law provisions. Readers are cautioned that this material may not be applicable to, or suitable for, their specific circumstances or needs, and may require consideration of non-tax and other tax factors if any action is to be contemplated. Readers are encouraged to consult with professional advisors for advice concerning specific matters before making any decision. Both «representativename» and MarketingPro, Inc. disclaim any responsibility for positions taken by taxpayers in their individual cases or for any misunderstanding on the part of readers. Neither «representativename» nor MarketingPro, Inc. assume any obligation to inform readers of any changes in tax laws or other factors that could affect the information contained herein.

 

 

 

 

Citations.

1 – marketwatch.com/story/important-news-on-tax-filing-deadlines-and-refunds-2017-01-10/ [1/10/17]

2 – irs.com/articles/2017-federal-tax-calendar [1/22/17]

3 – thebalance.com/income-tax-deadlines-3192862 [1/18/17]

4 – fool.com/retirement/2016/12/03/this-is-the-maximum-social-security-retirement-ben.aspx [12/3/16]

5 – fool.com/retirement/2016/10/31/7-changes-to-social-security-in-2017.aspx [10/31/16]

6 – tinyurl.com/hzn3c3b [12/29/16]

7 – forbes.com/sites/kellyphillipserb/2016/10/25/irs-announces-2017-tax-rates-standard-deductions-exemption-amounts-and-more/ [10/25/16]

8 – forbes.com/sites/ashleaebeling/2016/10/25/irs-announces-2017-estate-and-gift-tax-limits-the-11-million-tax-break/ [10/25/16]

9 – irs.gov/retirement-plans/cola-increases-for-dollar-limitations-on-benefits-and-contributions [10/27/16]

10 – shrm.org/resourcesandtools/hr-topics/benefits/pages/irs-sets-2017-hsa-contribution-limits.aspx [5/2/16]

11 – benefitsattorney.com/charts/maximums/ [11/14/16]

12 – irs.gov/uac/newsroom/in-2017-some-tax-benefits-increase-slightly-due-to-inflation-adjustments-others-are-unchanged [10/25/16]

13 – fool.com/retirement/2017/01/18/ira-phaseouts-how-will-they-affect-my-retirement-s.aspx [1/18/17]

14 – efile.com/new-tax-breaks-cuts-changing-extended-expired-laws/ [1/26/17]

15 – accountingweb.com/tax/individuals/will-these-six-expired-tax-breaks-be-revived [1/25/17]

16 – accountingtoday.com/opinion/new-tax-rules-for-2017 [1/16/17]

17 – ww2.cfo.com/accounting-2/2016/10/get-ready-phase-bonus-depreciation/ [10/28/16]

18 – fortune.com/2017/01/21/trump-oval-office-obamacare/ [1/21/17]

19 – goerie.com/news/20170115/erie-county-residents-signing-up-for-obamacare-at-record-pace [1/17/17]

20 – marketwatch.com/story/these-key-tax-breaks-will-be-expiring-at-the-end-of-2016-2016-12-28 [12/28/16]

21 – tctmd.com/news/controversial-medical-device-tax-may-be-overturned-affordable-care-act-scuttled [1/17/17]

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