From the Blog

Your Year-End Tax Planning Checklist

Posted on September 25, 2019

Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.

With the end of the year fast approaching, now’s the time to take advantage of tax-deferred growth opportunities, tax-advantaged investments and charitable-giving opportunities, among other strategies. You’ll also want to maximize deductions and credits ahead of tax season.

As you consider these year-end options, sit down with your advisor to review your investments in light of your goals, the tax environment and the economic landscape. The conversation can help identify where adjustments need to be made to position yourself for 2020 and beyond.

Use the year-end tax planning worksheet below to kickstart the conversation and keep you on track throughout the upcoming tax season.

Year-End Tax Planning Worksheet