Year end is an important time in a tax strategy because once the year has ended, some tax opportunities are lost forever.  With some planning throughout the year, you can have rest assured that you are taking measures now that will affect your taxes in a positive way this year.  

Our Tax Planning Checklist includes a number of helpful tips.  You will want to especially pay attention to #7!

Sign up to download this checklist to keep your year-end planning on track.