top of page
End of Year Tax Planning:
A Checklist
Q4 is the perfect time for individuals and small business owners to analyze their losses, celebrate their wins, and create a strategic financial plan for the next year. Whether you have had a good (or great!) year thus far, are rebounding from recent setbacks, or are working to get a new business off the ground, end of year tax planning is crucial.
With the right moves made before year end, you can be strategic and intentional about your tax obligations. Let’s take a look at some expenses you may want to consider prepaying as part of your year end tax planning strategy. As always, be mindful that doing so not create any additional risk, such as lost or forfeited prepayments.
bottom of page