As your tax bill is due imminently, you may be wishing you did a little tax planning back in the fall (when you had more control to make changes). We always recommend using a CPA® and doing tax planning each fall as part of your total financial plan. Personally, I meet with my CPA® each year right after Thanksgiving. As an entrepreneur/small business owner, it is even more important to evaluate and make estimates before year-end. Below is an oldie but a goodie, the podcast episode with John Dawson, CPA®.
Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.