Year-End Financial Planning Checklist

End-of-year planning is crucial to meeting key deadlines and preparing for the following year. This
checklist is designed to help you with a strategy for understanding what needs to be addressed when
considering year-end financial planning.

In the latest issue of Eye on Money we included several year-end tax tips and strategies for individuals, including these:

• Tax credits for purchasing an electric vehicle.  There are two federal tax credits available which may knock a few thousand dollars off the cost of purchasing an electric or plug-in hybrid vehicle.   
• Giving the gift of education.  Don’t miss this one if you want to help a loved one save or pay for college. This article looks at three tax-smart ways to go about it.
• Deducting charitable contributions.  Giving to charity not only benefits the causes you care about, it may also benefit your tax situation. Here are five things to know about deducting charitable contributions on your tax return.

Click here to read the Eye on Money publication in its entirety.

Recipients should not act on the information presented without seeking prior professional advice.

At Copper Leaf Financial we believe that tax strategizing is critical within the development of a financial plan. Click here to schedule a strategy session.