2022 Practitioner year-end planning checklist
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2022 Practitioner year-end planning checklist

20 days ago · 109.7 KB Download

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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 past the items that apply to your client in an email or letter

Download the Year-end Planning checklist

File name: year-end-planning-checklist.docx

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