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.

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