Reviewing End of Year Planning Opportunities

During November and December, we want to help you spot time-sensitive planning opportunities.

Perhaps you…

  • Are considering making year-end gifts to charitable organizations or family members and need to determine your optimal funding strategy;
  • Are looking to reduce your income tax liability this year and are seeking loss harvesting and income-reduction opportunities; or
  • Wish to make a high-level survey of your financial picture, ensuring that you aren’t missing any windows of opportunity that close with the calendar year.

Whatever the case, the end of the year is an important time for us to get together.

Tracking numerous deadlines and avoiding missed planning opportunities can be challenging during these busy months. To help ensure that you remain on track, we have a checklist that outlines 18 time-sensitive considerations to guide your end-of-year review and tee up any adjustments for the coming year [link to your white-labeled version from your website or Google Doc].

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