Skip navigation

Fourteen Financial Planning Tips to Act on Before Year-End

And a quick guide to the relevant deadlines.

The window of opportunity for clients to trim their 2020 tax bill, save for retirement and leverage strategies to secure their financial futures is closing. No doubt many advisors are already fielding client questions about these very issues. And if they aren’t—they soon will be.

To enable advisors to help their clients make these moves before it’s too late, CPA financial planners with the American Institute of CPAs (AICPA), the world’s largest member association representing the CPA profession, have offered the following 2020 year-end tips, along with the relevant deadlines to act on each.

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.