Year-End Tax Planning


Year-end is just around the corner, which means Thanksgiving turkey, Christmas presents and tax planning!  Tax planning is a bigger challenge this year than in years past.  Recent elections have changed the Congressional landscape; Republicans have won control of the House and have gained seats in the Senate.  Even though it’s still too early to know how this will affect open tax issues, I have included some checklists of actions that can help you save tax dollars if you act before year-end.  Although all actions will not apply to every individual or business, we can help narrow down the list once we meet with you to tailor a particular plan.  Review the lists and call our office today to schedule your tax planning appointment before the calendar fills up.

Tax Savings Checklist for Individuals

Tax Savings Checklist for Businesses

I would also like to wish everyone a Happy Thanksgiving! 

Ben Loggins
Fax:  770-692-1984
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