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Year End Planning Infographic

From charitable giving and new alternative minimum tax (AMT) rules to RRIFs, TFSAs and RRSPs, help clients finish off the year strong with the year end planning infographic.

Year End Planning infographic

Since many year end planning opportunities have firm deadlines, acting now can help your clients ensure they have time to prepare.

Family situations can change significantly in a year. From a new job, a significant purchase or a change in family makeup (children, divorce, loss), it’s important to review these financial planning considerations. In addition, it’s prudent for clients to consider how the new Alternative Minimum Tax (AMT) rules might impact their 2024 financial situation and explore potential strategies like realizing gains, exercising stock options, or making charitable donations in 2023 to minimize AMT liability, with the possibility of recovering any paid AMT within a 7-year carry forward period.

These are just a sample of considerations in this year end planning infographic, designed to connect with and help start the conversation with your clients. Our goal is to help the professionals we support, as well as their clients, finish out the year on a positive financial note.

Companion Calculator

Tax planning is an essential part of an individual holistic financial plan. Companion calculators include:

Infographic Features

Communicate Complex Concepts
Financial Infographics are an effective way to take complex ideas, filled with data and facts and simplifying the story using with visuals. When clients and prospects gain insights quickly, the content is more memorable.

Current & Shareable
Manage your client communications with current and timely vibrant infographics to share on social media, via email, in meetings or mailings.

Infographics are personalized with the advisor name, contact information and company logo.

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