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Year-End Tax Planning Letter for Individual Clients. This client letter provides a list of key considerations that your individual clients need to factor in before the end of the year and serves as a starting point for them to contact you as their tax and financial planning adviser.
5 lut 2024 · A tax return letter is an engagement letter you send to clients to initiate the process of preparing their returns. It serves as a reminder to clients of what to expect and details the steps and requirements for a successful filing.
28 gru 2023 · By sending out a tax return letter, you remind your clients of crucial deadlines and help them get organized for tax season. Plus, it shows you’re on top of things and ready to make the task easier for them.
19 paź 2024 · For the second in our three-part series on year-end tax planning, we’ll explore why it’s worth your time to think strategically about client engagements and expectations for the year ahead, and how to shift your business model to address your clients’ top priorities in an advisory capacity.
30 paź 2023 · Baker Tilly’s 2023 year-end tax letter focuses on tax topics such as key IRS updates, ownership reporting, new international tax issues, enforcement changes and more.
28 lis 2022 · Tax losses can also expedite the rebounding of client portfolios by reducing the tax drag on future growth. If the security is still viewed as attractive over the long-term, the position can be repurchased after 30 days – or the sale can be used to raise additional cash to reset liquidity reserves.
2022 year end tax letter To our Clients and Friends: We’re approaching the end of the year, which means it’s time to think about things you can do to reduce your federal tax bill.
