Q: What are some things I need to do in 2024 to help better prepare for taxes in 2025?
A: Great job in wanting to be better prepared! Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations. You may want to take advantage of tax-deferred growth opportunities, tax-advantaged investments and charitable giving opportunities, among other strategies. You’ll also want to maximize deductions and credits ahead of tax season. We don’t offer tax/legal advice, but we can steer you in the right direction.