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Year-End Financial Checklist to Prevent Tax Penalties and Missed Planning Opportunities

Source: kiplinger.com - Nov 22, 2019

As you approach the end of the calendar year, there are many financial deadlines and cutoffs that you may not be aware of. From minimum distributions to annual gifting exemptions to tax-loss harvesting, there are more annual rules and limitations than any one human could reasonably be expected to know.

To simplify the year-end management of your finances, here are the top nine deadlines and cutoffs to be aware of.

Category: General Business