Year-End Tax Checklist

The tax process is notoriously complex – there are plenty of details you could miss and plenty of cracks for money to fall through. What are the changes to your tax profile since the Tax Cuts and Jobs Act? Are you protecting your assets for the present and your estate for the future? Will you take the standard deduction or will you itemize?

2020 brought its share of changes as well, and we’ve included a special supplement in this guide that addresses this year’s changes. How might RMDs, canceled for the year, affect your financial plan? If you're a business owner, are you aware of special considerations this year for your tax outlook? Tax treatment for charitable contributions has changed – are you taking advantage of these opportunities?

Our tax checklist can help you prepare for these questions and more. Taxes are part of life. Let’s take as much stress out of the process that we can.

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