Situations where you might need advice and are encouraged to call our office during the year.

• Marriage and Divorce (change of marital status)
• Having a Baby
• Change or Leave a job – begin collecting unemployment
• Before receiving a distribution from a retirement account; 401K, IRA, pension plan
• Buy or Sell a house or Rental Property
• Receive and Inheritance
• Sell or Redeem more than $2,000 in stocks, bonds, or mutual funds
• Start, Sell, or Close a Small Business
• Giving or Receiving a Gift over $14,000
• Retirement, Starting to Receive Social Security
• Receive a notice from the IRS or State Department of Revenue
• Cancellation of debt (credit card, home foreclosure)