Reviewing End Of Year Planning Opportunities

Reviewing End Of Year Planning Opportunities

December 01, 2023

As 2023 comes to a close, we want to help you spot time-sensitive planning opportunities.

Perhaps you…

  • Are considering making year-end gifts to charitable organizations or family members and need to determine your optimal funding strategy;
  • Are looking to reduce your income tax liability this year and are seeking loss harvesting and income-reduction opportunities; or
  • Wish to make a high-level survey of your financial picture, ensuring that you aren’t missing any windows of opportunity that close with the calendar year.

Whatever the case, the end of the year is a good time to review your finances.

Tracking numerous deadlines and avoiding missed planning opportunities can be challenging during these busy months. To help ensure that you remain on track, we have an End of Year Checklist that outlines 18 time-sensitive considerations to guide your end-of-year review and tee up any adjustments for the coming year. 

While the checklist can help you spot good ways to identify all the different opportunities to consider, we are always available to meet with you to discuss your finances and goals and to identify what the best opportunities are for you. The checklist references other flowcharts that may be helpful to your specific situation that we are happy to send you. Click here to request more information.

Schedule an appointment today if you have questions about year-end or just want to double-check that you are in good shape heading into 2024!