Your year-end planning checklist

Wealth Solutions

Your year-end planning checklist

These tax and financial planning moves can help prepare your clients for tax season and better align their portfolio with their short- and long-term goals.

For your clients who are considering tax moves, you generally have to take action before the clock strikes midnight on New Year’s Eve. With deadlines fast ap­proaching, now’s the time to take advantage of tax-deferred growth op­portunities, tax-advantaged investments and charitable-giving opportuni­ties, among other strategies. You’ll also want to maximize deductions and credits ahead of tax season. Reviewing your clients’ investments in light of their goals, the tax environment and the economic landscape can help you and your client see where adjustments need to be made to position them for 2016 and beyond.

Download the year-end tax planning worksheet below to make the upcoming tax season a little easier for you and your clients. 



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