Julie Welch, CPA, CFP, director, tax department, Meara Welch Browne, PC, Kansas City, Missouri. Coauthor of 101 Tax Saving Ideas(Wealth Builders), she serves as a discussion leader for the American Institute of Certified Public Accountants’ National Tax Education Program and is a past chairperson of the Taxation Committee of the Missouri Society of Certified Public Accountants. www.meara.com.
Best strategies for the rest of the year... and beyond Now is a great time to take steps to minimize…