In this quarterly issue, I cover the following topics:
1. Mid Year Tax Planning: Tax Changes to Factor In
2. Going Public: An IPO's Market Debut May Not Live Up to the Hype
3. Protect Your Heirs by Naming a Trust as IRA Beneficiary
4. I received a large refund on my tax return this year. Should I adjust my withholding?
5. What is the difference between a tax deduction and a tax credit?
Click the attachment below to read the newsletter!