Year-end Planning Checklist

To prepare for — or to refer to during — a meeting with a client

To refer to while reviewing the client’s tax return and/or financial planning file to help indicate any items that need to be addressed before year-end

To use as a resource when communicating with a client (e.g., cut and paste items that apply to your client to serve as reminders in an email or letter)

To be a template from which you can customize items to better address specific clients and their goals

To use as a resource when preparing tax year 2025 organizers for your clients

To spark ideas for social media posts