120: Issues to Consider at the Beginning of the Year

The first quarter of the year brings resolutions, new corporate goals and strategies, as well as meetings with advisors and accountants.  There are certainly many tax saving strategies that good financial advisors and tax accountants implement throughout the year and not just at "tax time," – but there are also many other issues to consider to maximize earnings potential and tax saving opportunities in your portfolio, and the beginning of the year is just the time to review them.  Patti reviews "The Three R's" and gives actionable steps and strategies for the investor to implement right now.