Liam Noonan's blog

Don't Wait for Tax Season: What to Ask Your CPA Before Year-End

By the time April rolls around, your best tax planning opportunities have already closed. The moves that matter most all share one thing: they need to happen before December 31. Here's what we encourage clients to bring to their CPA now.

During my eighty-seven years, I have witnessed a whole succession of technological revolutions. But none of them has done away with the need for character in the individual or the ability to think.”

– Bernard Baruch

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