It was Benjamin Franklin who said “The only two things certain in life are death and taxes”

Although we know this to be true, most people are not proactive preparing for either.

The three crucial questions that all taxpayers need to answer are:

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  • WHAT am I going to do to reduce taxes for the future?
  • WHEN should I make the changes?
  • WHO is going to help me with all of this?

Anticipate future Issues, needs or changes by working with a proactive advisor who not only helps you memorialize the past but helps you plan for the future.

  • Ask more questions
  • Collect more data
  • Examine your strategy
  • Consider the big picture

It’s always better to be proactive than reactive.

 

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