Winter / Beginning of Year Planning
Tax Filing Preparation Letter
Tax-Efficient Distribution Planning
IRA and Retirement Plan Contribution Planning
Roth Conversion Planning (Preliminary)
Tax Planning for Age Milestones
Spring Planning
Investment Strategy Review
Mid-Year Tax Strategy
Rebalance, Tax-Loss Harvest, Tax Law Changes, Tax Bracket Management
Tax Analysis and Observations Report (April Filer)
Tax Return Review Meetings
(April Filer)
Annual Review Meetings
(October Filer)
Summer Planning
Financial Plan Review and Update
Charitable Donation Planning
IRA and Retirement Plan Contribution Review (Final)
Estate Plan Review
Beneficiaries, Tax Law Changes, Legacy
Retirement Timing and Spending Capacity Analysis
Fall / Year-End Planning
Year-End Tax Strategy
Rebalance, Tax-Loss Harvest, Tax Law Changes, Tax Bracket Management
Roth Conversion Review (Final)
Final Donation and Distribution Review
Tax Analysis and Observations Report
(October Filer)
Tax Return Review Meetings
(October Filer)