Tax planning session
A one-hour projection of this year's liability and the moves that change it before December 31.
Who it's for
Business owners and individuals who want to know what they'll owe before December 31, while there is still time to change it.
What's included
- 01A projection of this year's federal and state liability based on your current numbers
- 02A list of the specific moves available to you — retirement contributions, timing of income and expenses, entity elections — ranked by impact
- 03A written summary you can act on immediately or bring to a second conversation
Timeline
A one-hour session, usually held in October or November for the widest set of options.