When we work with clients we have certain questions we ask. This year we used a more formal checklist to make sure we covered all our basis around:
- Assets & Debt
- Tax Planning Issues
- Cash Flow
- Insurance
- Estate Planning
Here is a copy of the checklist – What-Issues-Should-I-Consider-Before-The-End-Of-The-Year-2022
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My Fiscal Office LLC
77 Bleecker Street
Suite C2-21
New York, NY 10012
