Year-End Tax Planning Letter for Individual Clients
Nov 03, 2026
46.4 KB
Year-End Tax and Financial Planning Toolkit
Proactively engaging with clients at the end of the year is the ideal time to help them capitalize on their financial activities and build solid strategies.
The PFP and Tax Section have gathered a collection of tools to help tax practitioners and CPA financial planners better facilitate the year-end planning process with their clients.
Coming soon: Year-End Planning webcast archive
Missed the live webcast? The Year-End Planning webcast archive will be available soon, giving you on-demand access to practical ideas, tips and tools to help maximize your clients’ financial preparedness and identify opportunities to minimize tax liabilities before year-end.
Coming soon: Year-End Planning webcast archive
Missed the live webcast? The Year-End Planning webcast archive will be available soon, giving you on-demand access to practical ideas, tips and tools to help maximize your clients’ financial preparedness and identify opportunities to minimize tax liabilities before year-end.
Tax Practice Quarterly: 2027 Busy Season Readiness | webcast | Dec. 2, 2pm ET or Dec. 7, 3pm ET | 2 CPE credits
Prepare for the 2027 busy season with a timely webcast covering key tax updates, practice management insights and year-end issues affecting individuals.
Tax Practice Quarterly: 2027 Busy Season Readiness | webcast | Dec. 2, 2pm ET or Dec. 7, 3pm ET | 2 CPE credits
Prepare for the 2027 busy season with a timely webcast covering key tax updates, practice management insights and year-end issues affecting individuals.
Year-end tax and financial planning resources
Client letters
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