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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.

Year-End Tax Planning Worksheet

Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

This article is provided in partnership with Bristol Wealth Group and Raymond James. 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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