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
Business income and expenses
Personal residence and other real estate
Adoption and medical expenses