WHERE DO YOU FIND TAX STRATEGIES? IS IT YOUR CPA? Right.

WHERE DO YOU FIND TAX STRATEGIES? IS IT YOUR CPA? Right.

February 23, 2018

Does Your Financial Advisor Facilitate This Discussion?

With all the NOISE about the new tax laws, have you heard how the changes affect you?

It’s a good time to ask:

  • My family owns a small business and I’ve heard that I may be eligible for a tax cut—can this be true?
  • Does the new tax law make saving in retirement accounts less attractive?
  • Can I still deduct my home mortgage interest?

At Goostree Financial Group, we give our clients a CHEAT SHEET with the right questions to ask their CPAs. 

Get a Better Score on the Tax Test.