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Tax Planning Oct 20, 2025 11 min read
Year-End Tax Planning Checklist for 2025
Action items to complete before December 31st to minimize your tax bill and maximize deductions.
December is the last chance to make moves that affect your 2025 taxes.
- Defer Income: If possible, delay invoicing clients until January.
- Accelerate Expenses: Buy that new laptop or prepay rent in December.
- Maximize Retirement: Contribute to your SEP-IRA or Solo 401(k).
- Loss Harvesting: Sell losing investments to offset gains.