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Before the ball drops on 2023: Advisors’ year-end checklist
Insights / Before the ball drops on 2023: Advisors’ year-end checklist | InvestmentNews

Before the ball drops on 2023: Advisors’ year-end checklist | InvestmentNews

Before the ball drops on 2023: Advisors’ year-end checklist

Brett Walters, financial planner at TBH Advisors, discusses things advisors should do before we enter the new year, such as helping clients make last-minute gifts to charity with reporter Gregg Greenberg. “This is especially critical or helpful if the clients think they’re relatively close to exceeding a phaseout threshold, like the child tax credit, qualified business income, or education credits like the AOTC or lifetime learning credit,” explains Walters.

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