To Do Before Year-End

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    The end of the year provides a number of planning opportunities and issues for financial advisors to discuss .  
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    ​In this checklist, we cover a number of planning issues that you need to consider prior to year-end to ensure you stay on track!

Typical Client Experience
Female small business owner
Jasmine, a small business owner, wanted to establish a cost-effective quality group health plan. I identified an option that provided the small business tax deductions AND tax credits. The business received a double tax benefit.
Female small business owner
Cindy, wanted to develop a plan to tackle her debt. I analyzed her personal and business debt and presented repayment options. She opted to pay smallest debt first and was relieved to have a workable plan of attack.
Family pictured outside new home
Kim left her job for self-employment. She wanted to know the pros and cons of sole proprietorship and a legal business structure. For peace of mind, she chose the one that protects her family's home from business liabilities.
​Disclosures Disclaimer  Privacy Policy  ADV
Dawn Mabery Chestnut is a Fee-Only Investment Advisor registered with the District of Columbia, Maryland, Connecticut and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us at (202) 670-6659 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from Mabery Consulting with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, https://www.maberyconsulting.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
ALL RIGHTS RESERVED   COPYRIGHT © 2011
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