7 Questions to Ask Your CPA Before Year-End

Posted By T. Lee Sherbakoff, CPA/PFS, CFP® on Nov 29, 2017

Although tax season is still months away, tax management should begin in the fall – especially for high-income earners facing the 3.8% net investment income tax, AMT, and other taxes.

Our handy, downloadable PDF contains seven questions that can help you open a discussion with your CPA and your financial advisor about next year’s tax bill. Have the discussion early in the fall so you still have time to make adjustments if necessary.

Click the thumbnail below to download.