Appropriate Checklists for Year-End Tax Planning

Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different categories, such as "Filing Status" or "Employee Matters," for ease of reading. When year-end approaches, it might be wise to review each suggestion under the categories that may apply to you.

  • Filing status and dependents

  • Family tax planning

  • Employee matters

  • Business income and expenses

  • Financial investments

  • Personal residence and other real estate

  • Retirement contributions

  • Charitable donations

  • Adoption and medical expenses

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