Are you taking advantage of all available opportunities to minimize your taxes? Are you facing major life events in the coming year that could have financial and even tax implications? Now is a good time to discuss both those questions with me. Don’t wait until the end of the year to get your financial house in order and make the most of your chances to lower your taxes. Plan ahead now so that you are prepared financially for significant events, and so you can minimize any associated tax consequences.
No matter what the future holds, I can help with your financial and tax planning. I can offer advice on tax-advantaged ways to save for your children’s education or for your own retirement. If you’re changing jobs, selling a home or converting personal to rental property, there may also be tax or other financial concerns you should be aware of. Estate planning is another complex area where my advice can make a significant positive difference. Contact me today to talk about the best ways to lower your tax liability for 2012 and beyond and to address all your financial concerns.