FREE GUIDE · 2026
The Year-End Planning Checklist: eight decisions to review before December 31
Your tax return records the year. December is when you can still shape it. This checklist walks through the contributions, conversions, gifts, and deadlines worth reviewing while there is still time to act.
Get the free checklistWhat's inside
An eight-move checklist covering retirement contributions, withholding, Roth conversions, gains and losses, giving, gifting, required distributions, and business year-end.
Who each move is for, tagged for executives, founders, and families, so you can skip what does not apply.
2026 reference numbers for contribution limits, gift exclusion, and estate exemption, from IRS guidance.
Key dates and five questions to bring to your advisor and tax professional.
What you can do with it
See which year-end decisions may apply to your household.
Walk into your next advisor or CPA meeting with a list, not a blank page.
Make each decision on purpose instead of letting the calendar make it for you.