The Kirkpatrick Investment Group 
of Wells Fargo Advisors

CONNECT

Address:

6342 SW 21st St.
Topeka, KS 66615

Phone:

(785) 271-2492 · (800) 633-4088

Fax/Other:

(785) 273-0635

Tax Planning

If you just finished writing a hefty check to the IRS because you got a big raise in 2016 or earned significant capital gains on your investments, you probably don't even want to think about taxes again until next spring. However, the reality is that there's probably no better time than now to start planning to help you reduce your tax liability for 2017.

 

2017 End of the year Tax Planning Calendar

2017 Tax Planning Tables

Comparing your IRA choices

Tax strategies for higher income taxpayers

Managing capital gains and losses

Tax treatment of dividend income

Understanding taxability of investments

Help avoid tax-related identity theft

Retirement plan summaries

 

 

 

*Wells Fargo Advisors does not provide tax or legal advice. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals