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^^^ Please confirm the appropriate timezone at the drop-down here above before scheduling an appointment. This is helps ensure we connect at the correct time. ^^^
Quick Reference - Time Zone Selection:
Eastern Time (ET) - US/Eastern
Central Time (CT) - US/Central
Mountain Time (MT) - US/Mountain
Pacific Time (PT) - US/Pacific
Description
During this personalized tax strategy session, we’ll identify opportunities to reduce both current and future tax liabilities through proactive planning. Our discussion will include a detailed review of income, deductions, credits, and contribution opportunities for retirement and health savings accounts (HSA). We may also explore entity selection considerations, charitable giving strategies such as donor-advised funds, and year-end tax optimization ideas based on your income projections
This meeting will be conducted via video conference (Microsoft Teams), and a secure meeting link will be provided upon confirmation.