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Finance White Papers

Help Clients With Year-End Tax Planning

Tags:
finance

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.

Further White Paper Details
Publisher	Microsoft Tips	File Format	HTML
Date Published	December 2007
Format	White Papers
Topics	Finance, Planning and Services

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