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Time for Year-End Planning

Time for Year-End Planning

October 15, 2024

It's October: holiday season is right around the corner, but after the festivities looms another tax season. To help you plan for Tax Season 2025 (and hopefully leave you more time to focus on the fun stuff), we've put together this handy checklist. Give us a call to discuss any of the listed scenarios, and feel free to also share the checklist with your tax advisor.

2024 Year End Planning (pdf)