Below are common life events that you will want to share with your tax advisor. Together, we can determine and select the best ways to provide you with short and long-term goals to keep you on track.

You and Your Family
Marriage, Separation, Divorce, or Remarriage (Change in Marital Status)
Birth or adoption of a child/grandchild
Your child starts college
Your child graduates from college
Providing 50% support care of dependents, their dependents, your parents, etc.
Retirement planning
Death of family member

Finances
You or a beneficiary receive an inheritance, a settlement or a financial windfall
You experience a major investment gain or loss
You sold or acquired assets
You buy or sell a home
Convert home into a rental property or vice versa
You become the legal guardian for another person
You or your spouse receive Social Security

Work
You or your spouse gets a new job
You or your spouse loses a job
You start or purchase a business
You gain or lose a business partner
You or your spouse retire

Health
Incapacitation or illness affects you, your spouse or a beneficiary
You encounter health concerns
Affordable Care Act (Marketplace Healthcare Coverage)