Year-End Planning (YEP) season is here!
Our goal
Check-in on what’s happened this year so far to make recommendations and do some strategic planning before the year is over.
Almost all of these things will impact your tax bill and could lead to significant savings.
As you know, BKFi is ultra-specialized in the advice we give you, so we’re going deep here, and in order to do that, we need up-to-date numbers on your income, stock sales, and anything wacky you plan on doing between now and the end of the year. So send us that stuff now so our CPAs can get an accurate tax projection done and in your planning team’s hands ahead of your meeting.
We've made some fun changes to the process this year. Watch this video to understand them a bit better!
If your documents are uploaded after 9/20 we will do our best to rush before the year is over but cannot guarantee a tax projection and/or meeting.
If you’re not sure what to provide, please email clients@brooklynfi.com or your advisor and we’ll get right back to you.