Help Clients Manage Their Taxes at Year‑End
	
	
	
	
		
			
		
		
			By Debra Taylor, CPA/PFS, JD, CDFA
	
	
	
	Horsesmouth Essential: One of the biggest services you can offer clients and prospects at the end of the year is a discussion of next year’s potential tax bill. Step them through this list of talking points and questions to discover unwanted surprises and available options.