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Now is the Time for Year-End Tax Planning
When most people hear the words "tax planning," they generally think of the April 15th deadline. However, did you know that year-end tax planning can provide important tax-saving opportunities? In fact, now is the time to consider how you should handle income and expenses for the rest of this year and even the next year.

As the year comes to a close, you should have a pretty good idea of what your income and deductions will be for the current tax year. In addition, results to date and projections for the balance of the year should enable you to make intelligent assumptions concerning income for the coming year.

It's never too early to begin thinking about your year-end strategy. Considering the complexity of tax rules and the possibility for more changes in our tax structure, the "end of the year" is now! Getting a jump-start may be the smartest tax move you'll make.

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Put Your Future in Capable Hands

A financial advisor you can trust; an organization you can count on. With Best Times Financial Planning, you get both. Here's how we work:

  • We identify your needs and objectives.

  • We fully analyze and evaluate your personal situation.

  • We give you input and advice to help you make timely, informed decisions.

The benefits of this approach are obvious. You gain a greater appreciation of your financial situation and the impact that various options can have on the financial well-being of you and your family. This places you in a better position to make wise decisions, and makes implementation much easier.

We're with you all the way.

Many of our clients have long-term advisors - an attorney, a CPA, a broker - they already trust. We supplement and coordinate the work these advisors do for your estate, retirement and business succession planning. Specifically, we look at all areas of your financial plan and pull them together in a cross-disciplinary manner to most effectively help meet your financial security and asset preservation needs and objectives.

No more guesswork.

Without the help of an accurate, focused and long-range financial model, you aren't planning. You're just guessing.

We have access to proprietary software that allows us to create an individualized "financial condition model" for you. This model can reveal:

  • The long-term adequacy of your current financial resources and plans.

  • A comparative analysis of financial planning strategies you're considering or already have in place.

  • The impact of future changes in your personal or family situation, asset values, taxes or inflation.