So many things have tax consequences that we often don’t think about until it’s too late — changing jobs, having children, planning for retirement, exercising stock options, receiving a promotion with a nice raise, opting into an employer-provided retirement plan like a 401(k) plan, transitioning parents into long-term care — and many more.
Use this presentation as a touchpoint with your clients to update them on what’s new for the year and to encourage them to talk with you about