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Tax Planning vs Tax Preparation: Why the Timing Matters5 steps · Checklist
When to have a tax planning conversation
The signals that it should be now, not April.
Check whether this year's income differs meaningfully from last year's.
Raise it before a deadline passes; most reliefs have hard cutoffs.
Talk before selling an asset or making a large purchase, not after.
Revisit the entity question while there is still time to elect.
Book the conversation mid-year rather than in filing season.
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