Winter
January – April
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Spring
May – June
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Summer
July – September
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Fall
October – December
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| Individual Income Tax Preparation |
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Year-End Tax Planning |
| Solo Business Benchmarking |
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Key Date Compliance Checklist |
| Client Event – Market Update |
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Capital Gains Loss Harvesting |
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Retirement Plan Contributions |
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Mid-Year Tax & Market Update |
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Comprehensive Financial Planning & Updates | Beneficiary Review | RMD | QCD Planning | Insurance Review | Portfolio Reviews | Social Security Reviews | Education Funding Reviews | Employee Benefits Review – RSU | ISO | NSO | ESPP |
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| Forensic Accounting – Economic Damages Valuation Analysis |
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| Solo Business Advisory |
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