Family situations can change significantly in a year. From a new job, a significant purchase or a change in family makeup (children, divorce, loss), it’s important to review these financial planning considerations. In addition, it’s prudent for clients to consider how the new Alternative Minimum Tax (AMT) rules might impact their 2024 financial situation and explore potential strategies like realizing gains, exercising stock options, or making charitable donations in 2023 to minimize AMT liability, with the possibility of recovering any paid AMT within a 7-year carry forward period.
These are just a sample of year end considerations designed to connect with and help start the conversation with your clients. Our goal is to help the professionals we support, as well as their clients, finish out the year on a positive financial note. This infographic is available in FreshPlan software and also available as a stand alone piece for web and print.
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