Year End Issues to Consider

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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