New year, new estate plan updates


It’s time to ask yourself: What changed during 2017? A divorce, a birth, a move and other events can affect your tax and estate planning. New tax changes can also alter your current plans. The best way to ensure that your wishes are met is to keep your plan up to date. We can help you create the best tax strategy for your 2018 updated estate plan now and in the future.

Contact us today if you need consultation on your 2017 income taxes. Plan ahead to make sure a CPA practice can take you on as a new client. We all get too busy and have to turn clients down in order to manage the workload for current clients.


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