Do your CPA and your financial advisor plan together before year end, or does your CPA only report what already happened?

Most tax savings have to be set up before December 31. A return filed in April can only record them.

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This assessment is educational and is not individualized tax or investment advice.

Investment Advisory Services offered through Heirloom Wealth Management LLC, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. This assessment is educational and does not constitute tax, legal, or investment advice, and no advisory relationship is created by completing it. Examples shown are hypothetical and for illustration only, and are not client outcomes. Tax treatment depends on your individual circumstances and on current law, both of which can change. Consult a qualified professional regarding your specific situation. Heirloom Wealth Management does not originate, broker, or arrange mortgage financing.