8 good reasons to call every client for a year-end review.
By Rick Telberg
Thanks to the Tax Cuts & Jobs Act, the 2018 tax year has been unlike any other. CPAs and tax preparers have been busy helping clients make, or think about making, a new menu of possible adjustments to their financial plans.
The questions started coming in even before the Act was passed into law, and they haven’t stopped. In fact, as the end of the year approaches, the pleas for counsel are accelerating, according to a new survey.