Individual tax planning for year end: where to start?
Year end is a great time to review and reassess your larger financial goals and priorities, and how you can achieve them in a tax-efficient way. Our year end checklist provides a few planning items to keep in mind as you are having year end discussions with your BNN tax advisor, including:
- Charitable giving
- Family and friends gifting
- Employee open enrollment
- Retirement distributions
- Income tax planning
Download our checklist and get started today! Contact BNN’s tax team if you have any questions as you are reviewing.
Disclaimer of Liability: This publication is intended to provide general information to our clients and friends. It does not constitute accounting, tax, investment, or legal advice; nor is it intended to convey a thorough treatment of the subject matter.
