Year End Planning Opportunities – How to Prepare for 2016

Contributed by: Nick Defenthaler, CFP® Nick Defenthaler

Last week, Melissa Joy and I had the pleasure of hosting a webinar to discuss Year-End Planning Opportunities for clients to consider. In the webinar we outlined certain action items that you may want to keep on your radar going into 2016. As our largest attended webinar for the year, we were eager to review some important, timely planning items to consider before 2015 comes to a close and also touch on some of the more common items we see clients miss throughout the year that we’d like to see avoided if possible. 

Below you will find the links to handouts that we referenced throughout the presentation that contain some key dates and financial planning ideas to consider. 

  • 2015 Year-End Planning Opportunities: These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your portfolio with your short- and long-term goals.
  • Year-End Tax Planning Worksheet: This worksheet is designed to make organizing your year-end tax planning a little easier. While not intended to be comprehensive, it can help you get ready to discuss your tax situation with your financial advisor and tax professional.

As we stressed several times throughout the webinar – we encourage you to keep us in the loop when things change in your life during the year.  Job changes, large bonuses, early retirement, job loss, moving, starting Social Security, etc. are all examples of events we want you to reach out to us about for guidance and to see if there are opportunities we can help you take advantage of.  Sometimes it will be as simple as us letting you know you’re doing everything you should be doing but other times, there might be items we can help you uncover that otherwise would have been missed.  We are your financial teammate and are here to help you whenever you need us!   

Below is a link to the recording of the webinar that we’d encourage you to share with any friends or family members who you feel could benefit from the information as well.

Nick Defenthaler, CFP® is a CERTIFIED FINANCIAL PLANNER™ at Center for Financial Planning, Inc. Nick is a member of The Center’s financial planning department and also works closely with Center clients. In addition, Nick is a frequent contributor to the firm’s blogs.


This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete.