2018 Year-end Tax Planning Checklist

CPAs & Advisors

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Yeo & Yeo’s Year-end Tax Planning Checklist provides action items that may help you save tax dollars if you act before year-end.

These are just some of the year-end steps that can be taken to save taxes. Not all actions may apply in your particular situation, but you or a family member can likely benefit from many of them.

Your Yeo & Yeo tax professional can help narrow down the specific actions that you can take and tailor a tax plan for your current situation. Please review the checklist and contact us at your earliest convenience so that we can help advise you on which tax-saving moves to make.

For other helpful tools, visit the Tax Center at

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