Designed for a practitioner, use this year-end checklist to assist clients with year-end planning. Here are some of the ways you can consider using the checklist:
In preparation for or during a meeting with a client.
As a resource while reviewing the client’s tax return and/or financial planning file to help indicate any end of the year items that need to be addressed before year-end.
Cut and paste the items that apply to your client in an email or letter