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.
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Dawn Mabery Chestnut is a CERTIFIED FINANCIAL PLANNER™ and Mabery Consulting, LLC is a Fee-Only Investment Advisor registered with the District of Columbia, Maryland and all states where exempt. Advisory services are only offered to clients or prospective clients where Mabery Consulting, LLC, and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk. The information linked to on third-party sites is being provided strictly as a courtesy and convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the web sites you are visiting.
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