Year-End Tax Planning
December changes what is still possible.
A year-end tax review looks at income, deductions, business activity, investments, and upcoming decisions while there is still time to act.
Business OwnersInvestorsIndividualsReal EstateEstimated Taxes
Before the Year Closes
April is for filing. Year-end is for decisions.
Once December 31 passes, many transactions and elections affecting that tax year are already locked in.
A year-end review creates time to look at the tax position before the return simply reports the result.
Year-End Check
Know where the year stands before it ends.
- Year-to-date income
- Business profit
- Estimated tax payments
- Owner compensation
- Business deductions
- Retirement contributions
- Major purchases
- Investments and capital gains
- Rental-property activity
- Changes in entity structure
- Expected income before year-end
- Upcoming financial decisions
The Plan
Leave with decisions, not just projections.
01
Where the year stands
A clearer picture of current income and expected tax exposure.
02
What can still change
Identify planning opportunities that may still be available before year-end.
03
What needs to happen next
Prioritize the actions that actually matter before the calendar resets.
Before December 31
Don’t wait until the return is being prepared to ask what could have been done differently.
Review the year while there is still time to make decisions.
Business OwnersInvestorsIndividualsReal EstateEnglish & Español