The last thing anyone wants is a surprise tax bill, or to told you could have saved money in taxes if only you had come to us before the year end. It’s important to meet with your advisor for a tax planning meeting in order to make sure that none of this happens. BNA can help you implement a financial and tax strategy. We normally recommend a planning meeting starting in mid-October and running through mid-December to make sure we have ample time to implement any strategy before the year end. If you have a special circumstance – selling of a business, buying a business, selling property, etc, it is best to come in BEFORE the transaction takes place to make sure everything is done correctly. Call 803-366-8371 to schedule an appointment.
Why have a planning meeting?
Written by Jason AckermanUpdated over a week ago