Year End Checklist
Updated: Aug 20, 2020
2019 is almost done, but there is still time to accomplish some last-minute tax planning. Some tax strategies can be implemented for 2019 all the way until your tax return is due, but others have a year-end deadline. The items below all MUST be done by 12/31/2019. Print this out and check off as you complete the items or if they don’t apply.