Year-End

Tax Planning Strategies

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Waiting until just before April 15 to start
thinking about your taxes may prove to be
a costly mistake. 
Preparing a draft of your
tax return before the end 
of the year will
provide you with a more complete 
picture of
what you are likely to owe, and it may 
leave
you with enough time to reduce your tax 
liability by contributing to tax-advantaged
savings 
accounts or qualifying for deductions. Advance tax planning is especially important
if your circumstances 
have changed over the
past year due to events 
such as:

  • Marriage
  • Divorce
  • Birth of a child
  • Death of a Family Member

Learn more in this guide!