SUBJECT: December 31 is the tax planning DEADLINE!
Hey FIRST NAME,
I know that normally we only talk when it's tax season in March and April, but to be honest, December is actually the last point of strategizing for the year’s tax liability, and most clients (and me) prefer to take time off for the holidays! Therefore, let’s plan early!
You see, while we don't have anything that we need to file right now, December is the last month you have to make MOST changes or adjustments to this year that will impact the amount of taxes you’ll pay in April.
Most people wait until April, realize they missed out, and then feel bad they didn’t make changes back in the previous year.
But this year, I want to help you be a little bit more proactive.
WOULD YOU LIKE TO SET UP A TIME TO CHAT ABOUT YOUR PROJECTED TAXES?
Are you interested in setting up a time to chat about your current projected taxes? We can hop on a call and see if we can identify anything we can do to change and reduce your tax liability before the end of the year.
If you are interested, there are some quick questions that will give me a better indication of exactly how important it is for us to chat ASAP!
Look at the questions below.
- Please list the age, occupation (or if full time or part time student), and relationship of those you support financially.
- How much cash flow do you have available for retirement or other tax savings strategies this year? Would that change over the next five years or so?
- Describe your healthcare coverage. For example...Is it a PPO or high deductible plan through my employer, the marketplace, or a Christian sharing network, Medicare supplement, long term care, et al. How much would you estimate you spend per year on out of pocket medical costs?
- Do you expect any significant (tens of thousands) changes to your income or deductions this year compared to last? Please explain
- Have you set any charitable goals, such as giving X amount per year? Please provide detail.
- Please provide a couple of days/times next week you could meet via zoom to review your ROI estimate together.
Just hit reply to the email and let me know your answers and I will follow up with you.
Thanks,
YOUR NAME
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