Year End Planning Infographic

From charitable giving to tax planning home ownership plans and RRSP contributions, help your clients finish off the year strong with this updated infographic filled with year end planning tips. We’ve put together some considerations with a December 31st deadline, and other items to think about going forward. The year end planning infographic is not an exhaustive illustration, but it’s a good start to maximize opportunities for the current year, and preparing for the year ahead.

“Since many year end planning opportunities have firm deadlines, acting now can help your clients ensure they don’t leave money on the table.”

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 year end considerations 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. This infographic is available in FreshPlan software and also available as a stand alone piece for web and print.

Infographic Features

  • Communicate complex concepts with vibrant, sharable, easy-to-understand infographics
  • Personalized for individual Advisors
  • Current and timely for client communications
  • One of many infographics included in FreshPlan software

Calculate. Educate. Plan.

Communicate complex concepts from all areas of financial planning with current, visual infographics.

FreshPlan combines 75 calculators with powerful infographics and planners to provide advisors with a visual, easy-to-use, time saving planning and education tool and can be accessed anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop.