Week 49 (Day 5): Year-End Financial Review

Year-End Financial Wrap-Up and Planning Ahead
Written By Brandy Sparkman

Day 5: Year-End Tax Preparation

  • Take Action

  • Helpful Tip

  • Free Resource

Week 49 Day 5 Action Plan

Today, let's focus on preparing for year-end tax obligations.

Take Action: Tax Preparation and Planning

  • Organize tax-related documents for easy access.

  • Consider tax-saving strategies or deductions for the current year.

Helpful Tip:

  • Engage with a tax professional for advice on tax-saving opportunities.

Free Resource:

Stay in Touch

How do you organize your records for tax season? Are you able to easily find all necessary items?

Until tomorrow, happy financial management!

 
 
Brandy Sparkman
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Week 49 (Day 6): Year-End Financial Review
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Week 49 (Day 4): Year-End Financial Review