Below is a list of planning items, suggestions, and advice on different tax & financial topics for you to consider.
 
Disclaimer: This list is not specific to any individual, but rather includes items across a wide spectrum of topics that may or may not apply to you. We're providing this page as an added resource to help in your advanced planning, rather than including in your tax review email (as part of our effort to limit the length of that message!) Feel free to contact us with specific questions on any item...we're happy to help!
 
Retirement

• 401k & IRA Detail
• Brokerage/Non-Qualified Accounts
• Investing to Limit Taxes in Retirement (tax-classification diversifying; not investment-type diversifying)

 
Business Owners/Self-Employed (including independent contractors/1099 folks, and side gigs)

• Tips on Business Structure, Deductions, Record Keeping, and more!
• Retirement Plan Options

 
Rental Property Owners

• Tips on Keeping Good Records, Depreciation, Property Management, Tenant Selection, and more!

 
Children/Dependents

• Education/529 Plans (college & K-12 private schools)
  • Using Life Insurance for Education Costs (see cash value section with **)
• Child Care Flex Spending Accounts

 
Health/Medical

• Health Savings Account
• Flex Spending Account with Employer

Charitable/Gifting Strategies

• Stock Gifting (using appreciated stock)
• Required Minimum Distribution Gifting (using QCD technique with RMD's)

Contact us if you have questions on any of the above items and how they impact you specifically!

Updated 5/7/2025