See which planning decisions still need your attention this year.
Some actions need to happen before December 31. Others follow different deadlines. Planning early gives you time to identify which rules apply before you move money or make a purchase.
Use the toolkit’s supported before-and-after scenarios to explore income timing, deductions, retirement opportunities, and projected federal tax. Turn the results into an action list to discuss with your tax professional.
A useful tax decision should also make sense for your cash flow and business needs. Buying something is not automatically the same as qualifying for a deduction, and retirement deadlines depend on the plan and contribution type. Some opportunities remain after year-end.
A good fit if: You want to review year-end possibilities using your own assumptions. Simplified calculations and review flags do not cover every tax situation.
Designed for desktop Excel. Download help: taxademicstoolkits.com/workbook-help.
Educational planning estimates; not tax preparation or individualized tax or legal advice.
Interior previews show the workbook layout and illustrative sample or default inputs. Your results depend on your entries.
See which planning decisions still need your attention this year.
Some actions need to happen before December 31. Others follow different deadlines. Planning early gives you time to identify which rules apply before you move money or make a purchase.
Use the toolkit’s supported before-and-after scenarios to explore income timing, deductions, retirement opportunities, and projected federal tax. Turn the results into an action list to discuss with your tax professional.
A useful tax decision should also make sense for your cash flow and business needs. Buying something is not automatically the same as qualifying for a deduction, and retirement deadlines depend on the plan and contribution type. Some opportunities remain after year-end.
A good fit if: You want to review year-end possibilities using your own assumptions. Simplified calculations and review flags do not cover every tax situation.
Designed for desktop Excel. Download help: taxademicstoolkits.com/workbook-help.
Educational planning estimates; not tax preparation or individualized tax or legal advice.
Interior previews show the workbook layout and illustrative sample or default inputs. Your results depend on your entries.
Watch the Advanced Year-End Tax Planning Toolkit in action. Follow example inputs through to the results, and use full screen to see the whole worksheet. Illustrative figures only; your results depend on your entries.
