What Issues Should You Consider Before the End of the Year?

During November and December, we want to help you spot planning opportunities that are very time sensitive.

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 may be, the end of the year is an important time to adjust your planning to reflect the changes that are bound to take place in your life.

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 a checklist that outlines 18 time-sensitive considerations to guide your end-of-year review and tee up any adjustments for the coming year.


Download Our End of Year Checklist


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.