Week 20 Day 3 Action Items

Day 3

• [ ] Familiarize yourself with common strategies for year-end tax planning.
• [ ] Understand the specific deadlines and requirements for optimizing your tax position.

Year-End Tax Planning Process

Construct a process to review year-end and take advantage of year-end tax saving measures. Review the information from Day 1 for ideas as a starting place for your process. Make a list of tasks to begin constructing your year-end plan.

• [ ] Task to be completed 1
• [ ] Task to be completed 2
• [ ] Task to be completed 3
• [ ] Task to be completed 4
• [ ] Task to be completed 5

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