Heacock FinancialAn Independent Registered Investment Advisory Firm
Year End Tax Planning
Click here to view the Year End Tax Planning Worksheet.
As 2011 draws to a close, you may want to consider your tax-planning options for next year. Now is a great time to review your long-term financial plans and take advantage of year-end opportunities, such as maximizing retirement plan contributions or tax-loss harvesting.
The attached year-end tax planning worksheet will help you get organized as we examine your plans for next year and beyond. It covers several important points including charitable giving, retirement planning and educational funding, as well as general tax considerations. Please fill it out, you may email it to info@heacockfinancial.com, we will call you to schedule a review appointment when the document has been received.
As 2011 draws to a close, you may want to consider your tax-planning options for next year. Now is a great time to review your long-term financial plans and take advantage of year-end opportunities, such as maximizing retirement plan contributions or tax-loss harvesting.
The attached year-end tax planning worksheet will help you get organized as we examine your plans for next year and beyond. It covers several important points including charitable giving, retirement planning and educational funding, as well as general tax considerations. Please fill it out, you may email it to info@heacockfinancial.com, we will call you to schedule a review appointment when the document has been received.
1109 US Hwy 27 North
Sebring, FL 33870
Phone: 863-385-5172
Fax: 863-402-0606
Toll-Free: 888-520-7526
129 S. Kentucky Avenue
Suite 110
Lakeland, FL 33801
Phone: 863-683-2736
Fax: 863-686-3052
100 East Main Street
Lakeland, FL 33801
Phone: 888-520-7526
Fax: 863-686-3052
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