Your year-end tax planning checklist
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 next year and beyond.
Use the year-end tax planning worksheet below to kickstart the conversation and keep you on track throughout the upcoming tax season.
Raymond James Trust, N.A. is a subsidiary of Raymond James Financial, Inc. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Trust.
Raymond James does not provide tax or legal advice. Please discuss these matters with the appropriate professional.
The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Law & Associates, Inc. and not necessarily those of Raymond James.
