Year-End Tax Planning
Now Available: 2024 Year-End Tax Planning Guide
Stay ahead of potential tax changes and maximize tax savings opportunities with our Year-End Tax Planning Guide – a comprehensive resource for navigating year-end tax strategies for individuals and businesses.
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Now is the time to review and consider all of your year-end tax planning options and strategies for the 2024 tax season. With the recent election results potentially impacting tax policies, it’s crucial to stay informed about any changes that may affect your financial planning.
Withum’s Year-End Tax Planning Resource Center is a one-stop-shop for annual tax planning tips for individuals and businesses, legislative and regulatory changes and other tax-saving opportunities. From state-specific to international compliance reminders, our goal is to ensure you and your business are informed and prepared for what’s to come. Be sure to explore our year-end on-demand webinars and industry-specific resources below.
Year-End Tax Planning Resources
Year-End Tax Strategies for Businesses
Learn more about year-end tax planning strategies for your business and available cash incentives for clean energy investments.
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Private Client Services: Individual Tax Planning
There are effective tax strategies available for your unique situation, which can be implemented today with proper, qualified, professional guidance.
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International Year-End Planning Considerations
Navigating the complexities of international taxation requires a comprehensive understanding of evolving regulations and strategic planning.
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Global (and Domestic) Transfer Pricing Strategies
Transfer pricing remains a key focus worldwide. Discover why it’s essential for international companies to understand and manage the associated risks.
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Charitable Giving and Education Savings in 2024
Review your charitable giving and education savings strategies before year-end to maximize tax benefits and align with financial goals.
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Could You Benefit From a R&D Tax Credit Analysis?
Do you qualify for the Research & Development Tax Credit? Check out our guide to see if you could benefit from a R&D Tax Credit analysis.
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Year-End State and Local Tax Planning
By organizing your finances now, you can better position yourself to reduce your tax burden and avoid costly surprises in the upcoming tax season.
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Insurance, Employee Benefits and Pensions
As the year draws to a close, it’s essential to take a comprehensive look at your insurance policies. Reviewing your coverage now can help you identify potential savings.
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Year-End Wealth Management Strategies
Now is the time to reassess your financial wellness. Check out our wealth management year-end planning checklist.
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Guide to 1099 Preparation: What You Need to Know for 2024
1099 filing season is approaching, and now is the time to review your vendor information to ensure everything is in order come January.
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An Expert’s Guide to the Year-End Close Process
To ensure your business closes its books accurately and is well-prepared for the year ahead, we’ve compiled these considerations to guide you in your year-end close process.
Read MoreYear-End Webinars
On-Demand: Essential State and Local Tax Year-End Planning Strategies
Join us for an insightful on-demand webinar designed to help businesses and individuals navigate the complexities of state and local tax (SALT) planning as the year ends.
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On-Demand: Year-End Tax Strategies for High-Net Worth Individuals
As the year draws to a close, it’s crucial for High-Net Worth Private Clients to review and optimize their tax strategies to ensure maximum efficiency.
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On-Demand: Successful Year-End Planning Steps for Your Business
Watch this on-demand webinar featuring Withum’s tax experts for a timely and in-depth review of the most important tax planning strategies you can take now to minimize your business’ tax bill this year.
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On-Demand: International Services and Transfer Pricing Year-End Planning Strategies
For businesses operating in multiple countries or individuals with assets and income in multiple countries.
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Guide: 2025 Benefit Plan Limits and Thresholds
With 2024 coming to a close, the IRS recently released updated numbers for 2025 benefit plan limits.
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Guide: Year-End Planning for Technology & Emerging Growth Companies
View our guide for a list of relevant due dates that startup and emerging growth companies should be aware of.
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We understand that every business and individual needs a customized set of solutions. Let us help you navigate this complex business environment with guides, tips and top planning considerations for specific industries. Contact Withum’s Tax Services Team to discuss your individual situation as year-end approaches.
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Let's Discuss Year-End Tax Planning!
Contact our Withum Tax Professionals to discuss planning ideas applicable to your specific situation. Fill out the form below to reach out to one of our tax experts today.