End of year tax checklist

Updated: Dec 19, 2019


The end of the year is quickly approaching. Consider the following suggestions to help maximize your tax deductions and minimize your tax liabilities for this year:

  • Make your cash donations before the end of the year.

  • Clean out your closets and donate to your favorite charity.

  • Make estimated payments, if applicable.

  • Consider if you have any capital losses that you can realize by December 31.

  • Meet the December 31 deadline if you plan to convert an IRA to a ROTH.

Make an appointment with us. With the recent tax law changes we advise scheduling a tax health check-up to ensure everything is in order for your current and future financial health. Feel free to share this with friends who may need this information.

Morales Services Inc.

1 (352) 358-1413

www.MoralesServicesInc.com

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