Free playbook · 18 min read
The Annual Tax Planning Playbook
Tax planning is not a April event; it is four small quarterly sessions that each save real money. This playbook is the year on one page: what to review, decide, and file in each quarter, so December is a checkpoint instead of a deadline panic.
What's inside
- 01The planning year at a glance
- 02Q1: set the year up (January to March)
- 03Q2: the mid-year correction (April to June)
- 04Q3: the strategy quarter (July to September)
- 05Q4: execute while the moves still count (October to December)
- 06The December 31 hard-deadline list
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The Annual Tax Planning Playbook
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