Just received a request for a W-9 from a client whom we Sold a Grocery Store for in 2023. 
He did not own the building so we simply Sold the business. Thus the need for a W-9.
Got the W-9 sent off to both him and my agent and decided...Welp...here is another Blog that should be written!
MY QUESTION: DO YOU send a reminder to your clients to remember to check if any of their closing costs are deductible?
I simply email, mail, text, drop a social media message, talk face to face, or on the phone to remind them to check and make sure what is...if anything..deductible. I also let them know I have no idea what is deductible for this year or if it is worth doing.
I am not perfect in doing this but try to be as efficient as I can for my clients. I also, if I have the info, contact any one else that may have received or paid funds for the transaction to close if I have their contact info.
Why Do I Do It? Because many, many folks are not made aware that they may have deductions they can use and they should check it out!!
That can even be family members and friends who need reminding.
Okay...You Got Me: I partially do it because it is an opportunity to make a contact with a former client that is in their favor but may help me secure future business.
I really do want my clients to save any thing they can and I tell my agents the same thing. It is expensive to live these days and anything we can help our Sphere of Influence with...we all should be doing.
Until Next Time...Consider this valuable advice and feel free to send any funds you deem appropriate...in USD of course!
Mike
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