Your Year-End Tax Planning Checklist

The best time to reduce next year\’s tax bill is before December 31 — not in April. Here\’s a checklist to run through before year-end.

  • Maximize RRSP contributions if you\’re in a high tax bracket this year
  • Harvest capital losses to offset gains realized earlier in the year
  • Make charitable donations before December 31 to claim them this tax year
  • Review your installment payments if you\’re self-employed
  • Confirm any income splitting opportunities with a spouse or family member

A short year-end planning call can often save more than the cost of the consultation itself — book one before the calendar year closes out.

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