Allen Kutchins publishes his first book on US tax planning for individuals, businesses and estates

His main driver for creating this book was to help people accumulate wealth. Tax and financial planning can be a complicated and stressful process and often the first question he hears from clients is: “Where do I even start?”

This book is the result of Kutchins setting down his thoughts on paper in a cohesive and informative manner for his US readers. He says of the book, “In some ways, it’s a checklist for your financial goals; in another, it’s a way to expand your thought processes and investments beyond simply making charitable donations.”

The first part of book addresses tax and financial planning for individuals, covering such topics as: Roth IRAs for children, Roth IRA conversions, qualified business stock (QSBS), and best practices for managing foreign assets.

The second part focuses on tax planning best practices for businesses, and outlines best practices for businesses with guidance on how to navigate Section 179 and bonus depreciation, employee stock ownership plan (ESOP), S election, and how to choose a business entity.

The book’s final section discusses estate planning, succession planning, and private foundations.

Get in contact with Allen Kutchins if you have questions about the book or if you would like to order a copy.