“A Tax Return is Arson Investigation,
Tax Planning is Fire Prevention”.
~Stuart Sobel, Retired IRS officer, speaker, and author
Did you get married, lose a job, buy a house, have a baby, get divorced or retire this year?
Major Life Events can bring major tax changes!
Tax changes can include, but are not limited to:
-Increase in taxes due
-Over payment of with holdings on W-2’s
-Taxing of Social Security Benefits
-Additional Healthcare responsibilities
-Additional Taxes on early withdrawal of retirement funds
Some of these tax changes can be financially substantial, but their impact may be reduced or avoided with careful tax planning.
Every situation is different and a consultation to discuss possible impacts of these life events on your unique situation is recommended. There is no cost to you for the initial consultation.