Ten Topics for Pregnant Clients | Listicle

https://cpatrendlines.com/category/checklist/listicle/By CPA Trendlines Research

A pregnant client is a special client – a client with special needs. She’s got plenty on her mind, and finances are probably not her top priority.

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She needs personal empathy and professional advice. Here are 10 things to talk with her about.

  1. Plan Ahead for Maternity Leave: Help her map out how her income and benefits will look during her time away from work. She needs to know what’s going to happen and what to do about it.