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Up Close - Up Close - December 06, 2012
Knowledge is best tool for year-end financial planning
Thorough status review can help you eliminate surprises, shrink tax bill

By Matthew Lusk
D.A. Davidson & Co.

A number of uncertainties limit the ability of business owners, executives, and employees to effectively plan for the future. Although we are generally restricted to a "big picture" vision of what is to come, we can focus on the details of today and use them to create effective year-end planning strategies.

The key to year-end planning is to empower yourself with the most important tool: an intimate understanding of your current financial situation. Don't allow yourself to be surp...


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