Given the complex tax situation many high-income earners face, start tax planning in the fall while there is still time to make adjustments. These seven questions can help you spot problem areas and better understand the services you may need.
Although tax season is still months away, tax management should begin in the fall—especially for high-income earners facing the 3.8% net investment income tax, AMT, and other taxes.
Below are seven questions that can help you open a discussion with your CPA and your financial advisor about next year’s tax bill. Have the discussion early in the fall so you still have time to make adjustments if necessary.