As the end of the year approaches, clients’ attention toward financial matters can wane, but CPAs can help keep them on track to meet important deadlines.
Accounting professionals often hear from clients to contact them after the new year, but they may not realize Dec. 31 is one of several firm tax deadlines.
Before the ball drops on New Year’s Eve, consider advising clients of the financial matters they should address. Those matters include tax-loss selling, realizing capital gains, year-end charitable contributions, retirement plan contributions and more.
Help your clients enjoy the holidays by keeping them focused a little while longer on these financial matters.