Turn a topic or headline into a focused client conversation. Bring together the source, the planning questions, and the information you need before recommending a next step.
BUILD YOUR CONVERSATION AGENDA
A more useful client meeting starts here.
Keep this anonymous. Don’t enter client names, account details, or confidential information. Your note stays on this page and is not submitted to us.
THE PERIMETER / MEETING NOTES
Tax planning
THE SOURCE TO READ
Three Facts Straightening Out the Debate Over Bonus Depreciation
A tax decision often begins outside a tax return: a sale, grant, relocation, distribution or charitable commitment. The useful question is which choices remain available before the event becomes irreversible.
Discussion priority
Clarify the decision, time horizon and constraints.
Questions to explore
Which decisions need to be made before I sign, sell, exercise or move?
What facts determine whether a particular tax treatment applies to me?
How will withholding or estimated payments be coordinated?
Who checks the transaction against the final tax return?
Bring to the conversation
Prepare a list of expected transactions and dates.
Locate cost-basis records and prior tax returns for your own professionals.
Identify state residency and business ownership questions.
Agree on a timeline for advisor–CPA coordination.
An educational agenda. Review source material and adapt to the client’s circumstances. Professionals should follow their own compliance and recordkeeping procedures before sharing.
