Week 20 Day 6 Action Items

Day 6

• [ ] Develop a strategic plan for your year-end tax planning.
• [ ] Consider consulting with a tax professional to ensure comprehensive preparation.
• [ ] Review your current financial situation and identify areas for tax optimization.

Implement Revised Processes

Based on the reflective question yesterday and the tasks you outlined, update your processes to include your revisions. What other questions do you have about the year-end tax planning process that you would like to review with a tax professional?

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