Year-end tax planning is about more than knowing which deductions exist. It’s about having the right financial information, understanding your projected tax liability, and making strategic decisions while there is still time to act.
In this practical, action-oriented session, Catherine Tindall, CPA, will walk through the year-end tax planning process she uses with financial advisor firm owner clients. Using a detailed presentation with practical checklists, real-world examples, and a framework you can apply to your own wealth management business, Catherine will show you how to work through the process step by step.
You’ll learn how to connect the numbers to decisions—not just what the tax code says, but how to put that information to work in your business.
Topics include:
- Reviewing your financials before year-end: The accounting issues and reporting gaps that can distort your tax projections, what to look for in your profit and loss statement and balance sheet, and how to prepare your numbers for meaningful planning.
- Evaluating your estimated tax payment strategy: How to compare projected liability against payments already made, understand safe harbor requirements, and decide whether to adjust payments or preserve cash for other priorities.
- Identifying year-end tax-saving opportunities: How to evaluate strategies involving business structure, deductions, retirement contributions, and other techniques—and weigh the potential tax benefit against cash flow, implementation requirements, and the needs of your practice.
Throughout the session, Catherine will share the checklists and decision-making framework she uses with advisor clients, so you’ll know not only what to look for but what to do with what you find.
You’ll leave with a clearer picture of your year-end tax position, a practical process for identifying opportunities, and the confidence to make informed tax decisions before December 31. This is tax planning in practice—not just a presentation of technical information.
