Year-End Tax Planning Checklist

2022 deadlines are approaching for many tax strategies and for making contributions to tax-advantaged accounts, such as IRAs and 401k retirement accounts. Meet with us to discuss the following:

  • Your capital gains or losses in 2022;
  • Any changes in your 2022 tax situation;
  • Any plans you have to gift money;
  • Estate planning questions, and;
  • Strategies to maximize your income if you’re retired.

Having these discussions before year-end may help you make tax-smart moves and reduce your tax burden.

Download our 2022 Tax Planning Checklist to help you prepare and to make any final, year-end tax deductions you can to minimize your tax liability.

While the strategies can be effective in helping manage your tax burden, they are not all-inclusive or a destination in and of themselves. A better starting point is a strategic plan tailored to your specific needs and goals. We can help. Give us a call.