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You > Financial Planning Strategies

Now Available: 2017 Tax Planning Guide

The 2017 Tax Planning Guide, for both individuals and organizations, explains how taxes fit into your financial picture and suggests strategies that can help lower your federal income-tax liability. The Guide includes helpful explanations of important individual and business tax provisions along with examples of how the rules work.

Tax Planning Guide 2016

2017 Tax Planning Guide includes:

  • Up-to-date tax law provisions
  • Individual tax rate schedules
  • Capital gains and losses
  • Traditional and Roth IRAs
  • Business tax deductions and credits
  • Education and medical expense tax incentives
  • Retirement plan opportunities

Please contact us with questions at (585) 419-0670.

Tax information presented is not to be considered as tax advice and cannot be used for the purpose of avoiding tax penalties. Neither Canandaigua National Bank & Trust nor its affiliated Companies provide tax, legal, or accounting advice. Please consult your personal tax advisor, attorney, or accountant for advice on these matters.


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