Top 10 Tax Planning Ideas for 2017 Chart

This chart reviews the Top 10 tax planning ideas for 2017. It’s a simple go-to guide while meeting with clients about the most popular tax planning strategies for the year. From Roth Conversions, Harvesting Capital Gains, Income Shifting Strategies, to reducing exposure to the 3.8% Net Investment Income Tax. Everything you need in one simple resource. Updated January 2017.


  • Size: 11 inches x 17 inches
  • Includes: Immediate PDF Download and one(1) laminated chart.
  • Chart customized with your firm’s logo and information available at an additional cost.
  • Chart Preview (click to enlarge):


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