We are excited to release both a checklist and a flowchart this month.
For Essential and Deluxe members, here are the two resources being released today:
What Issues Should I Consider During My Divorce: This checklist covers 26 planning issues to identify and questions to ask a client who is going through a divorce.
Will I Have To Pay Tax On The Sale of My Investment: This flowchart covers the issues to consider when calculating the tax impact of selling an investment. There are several questions to ask a client to ensure that the tax liability on the sale of an investment is calculated correctly.
What do you think of these two new resources? Send me an email – I’d love to hear your thoughts.
