Tax Projection & Planning – PREMIUM


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  • Review withholding for next tax filing

  • Forecast tax liability(for an existing client)

  • Examine pre-tax contribution (FSA, Dependent Care, etc)

  • Discuss missed opportunities

  • Audit retirement contribution

  • Capital gains or losses harvesting

  • Tax allocation
  • Overview of tax-favored investments
  • Maximum 240 minutes, each additional billed at $250 per hour


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