Project Description

Favorite End of Year Planning Strategies

Many have heard that tax practioners are planners before the end of year and become historians at the beginning of the new one. So, what are those key things we need to do before yearend that will become unavailable at the close of the year? Let’s focus on high-value, high-relevancy tips so you don’t leave money on the table. After all, no one wants to pay a cent more than they legally owe in taxes.

After This Session, You Will Know How To:

  • Identify key opportunities for potential tax savings that could relate to you
  • Understand where to go for more information/analysis, if needed
  • Identify potential gaps and opportunities within your planning

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