3 Connecting you to what matters most
4. Life events
Major changes to your life situation can mean changes to your tax and financial situations. Talk to
your advisor about how to prepare for expected events like marriage, children, college expenses,
or inheritances.
Questions: How will my life event impact my tax situation? Is there a potential to be in a higher
or lower tax bracket? What deductions and credits am I eligible for this year? Next year?
5. Tax document gathering
Showing up to your tax meeting prepared with applicable information will help streamline the
filing process. For more information, view this list of tax documents that you might need to bring
to your tax preparer.
More questions?
Don't let tax season be so taxing. We can provide updates on ever-changing tax laws and the
planning opportunities they present.
