Year-end tax planning checklist

At AIC, we believe whole heartedly that tax planning is a year-round opportunity. However, we also recognize that there are last minute strategies that can be implemented each year to save tax. As the end of the year quickly approaches, we’ve put together a number of strategies for you to consider which may reduce your taxes this year.

To learn more about year-end tax strategies, talk to your financial advisor and ask for a copy of the AIC Tax-Smart bulletin, Year end tax planning checklist.

Advisors, log in to AIC Advisor Online to get the full bulletin.

Personal Tax Planning

Year-end tax planning checklist