Tax season may seem far away, but as we near the end of 2022, now is the time to meet with your financial advisor to start preparing. It’s also the perfect time to update your financial planning and strategies so you can hit the ground running in 2023. Following are four key areas to discuss with your advisor.
1. Tax preparation.
Work with your financial advisor to determine what business documents will be needed for your tax return, and collect and review them to make sure they’re complete…
