MAKING THE MOST OF TIME

MAKING THE MOST OF TIME


2021 Year-End Tax Planning Checklist – 7 Important Steps to Follow

November 22, 2021



Where did the year go? With only a few weeks left of the year, I talk about a 7 step year-end tax planning checklist. Whether you are still waiting to do charitable giving, review tax withholdings and estimated tax payments, tax-gain harvesting, Roth conversions, or how best to give to family, I’ll talk about different strategies to reduce taxes and be intentional about your tax plans.