The end of the year provides a number of planning opportunities and issues worth discussing. Year-end subjects include tax planning, investment and retirement accounts, income opportunities, charitable giving, cash flow and savings, insurance and estate planning. Also, possible tax law changes.
This is a comprehensive checklist of 18 year end planning issues that need to be considered before year end when the calendar closes out these opportunities for the current year and beyond.
Please contact us today to schedule a time to discuss this further