Year-End Tax and Financial Planning Toolkit

Reach out to your small business clients before year-end to help them take steps to prepare for the next tax season.

Reach out to your individual clients to initiate tax planning activities and help them maximize last-minute tax strategies.

Use this client letter to alert and educate your clients to the beneficial ownership reporting requirements starting on Jan. 1, 2025.

Update your clients on various tax updates and encourage them to talk with you about their long-term financial plans.

Key points for taxpayers and clients to take away from the Form 1099-K lowered threshold

Do you have clients who are hesitant about filing an extension to file their tax return? Communicate the who, what, when and how to ease their minds.

To help support practitioners during year-end planning with your clients., we have developed a practitioner year-end checklist. Download it today.

Whether it’s the first day of kindergarten or college, your clients need to know how paying for an education can affect their taxes.

Share valuable tax and financial planning tips to help clients understand the tax effects of marriage and divorce.

Help your clients prepare for retirement at any stage in their lives with these tax and financial planning tips.

Having a new baby is an exciting time, but it also means changes to a family’s tax situation. These tax tips will explain what your clients need to know.

Gain insights on legislative measures and end-of-year tax implications for individuals and businesses in the archive of this webcast from Dec. 5, 2024.