I want you to be able to enjoy the holidays, but I also want you to be proactive so that you can keep more of your hard-earned money to reinvest for more.

You have almost 2 weeks left to still be proactive with tax planning if you haven’t been thus far.

Things to think about:
Have you received income from multiple sources?
Have you started a business this year?
Have you become married or divorced?
Did you receive the Advanced Child Care Credit?
Have you received any of the Economic Recovery Payments?

While this list is not all-inclusive, all of these events can have will have tax implications.

I have created a simple planning & prep checklist for you. Click the link here to download and make sure you have all your bases covered!