Summer Plans?

beach with sand trees and palm

Before you go on vacation, don’t forget to pursue opportunities you uncovered in working with your clients. Did you see clients who need to increase their tax deductions? Is it time for them to begin saving for retirement? Are they self-employed and would benefit from a tax-qualified plan? Refer any clients to us who might benefit from your partnership with The Business Planning Group. Check out the resources on our Documents & Forms page, or call us today!