The next big holiday is New Year's Eve. The omicron variant has thrown a monkey wrench into party planning. It's the Grinch that stole Christmas! It's not only acceptable but courteous to call your clients, wish them a happy new year and ask how they're planning to celebrate. The questions and issues you raise should make for an easy conversation. Do you think your clients will appreciate your call? Yes. See the gallery above for some points to bring up with your clients this week.
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Year-end 2024 Tax Topics Checklist