Conclusion
One of our primary goals is to keep clients aware of tax law changes and updates. This
report is not a substitute for using a tax professional. Please note that many states do not follow the same
rules and computations as the federal income tax rules. Make sure you check with your tax preparer to
see what tax rates and rules apply for your state.
There are many other additional tax reduction strategies that will vary depending on your financial picture. We encourage you to
come in so that we can review your situation and hopefully share those tax rules that apply to you. We try to monitor impactful
changes and would like the opportunity to assist you in addressing your financial matters. We hope to see you soon!
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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”), an SEC registered investment advisor. Registration as an investment advisor does not
imply a certain level of skill of training. Wealth Management Strategies and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice.
Source: irs.gov. Contents provided by the Academy of Preferred Financial Advisors, Inc. Reviewed by Keebler & Associates.
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Has your advisor discussed tax planning strategies that could help you keep more of what you make?
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with one of our professionals. To schedule your financial check-up, please call us at (252) 451-0488.
2025 Year-end Tax Planning Checklist
❑ Bracket Management
❑ Itemized Deduction Timing
❑ Gain & Loss Harvesting
❑ Retirement Planning
❑ Education Planning
❑ Charitable Planning
❑ Gifting Strategies
❑ Estate Tax Planning
❑ Planning for Major Financial or Life Events or Any Other Personal Situational Concerns
A “Proactive” approach to your tax planning
instead of a “Reactive” approach could
produce better results! If you need assistance
reviewing any of these items prior to year-end,
please call us and we’d be happy to help you!