Finance White Papers
Help Clients With Year-End Tax Planning
Overview The clients are thinking about the upcoming holiday season. One hasn't heard from them since last spring, when one provided financial advice for them as they prepared last year's tax return. One's name will not even cross their minds until they receive their W-2 forms at the end of January. Should one be concerned? Should the clients be concerned? Maybe it's time for an end-of-year check-in with the clients. With one's help, it's possible that the clients can make small changes now that will make a big difference in their tax return next year.
| Publisher | Microsoft Tips | File Format | HTML |
|---|---|---|---|
| Date Published | December 2007 | ||
| Format | White Papers | ||
| Topics | |||
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