{"id":50,"date":"2026-08-31T09:00:00","date_gmt":"2026-08-31T09:00:00","guid":{"rendered":"https:\/\/scintillawpthemes.com\/demo\/swp-tax-consultant-pro\/2026\/08\/31\/year-end-tax-checklist\/"},"modified":"2026-08-31T09:00:00","modified_gmt":"2026-08-31T09:00:00","slug":"year-end-tax-checklist","status":"publish","type":"post","link":"https:\/\/scintillawpthemes.com\/demo\/swp-tax-consultant-pro\/2026\/08\/31\/year-end-tax-checklist\/","title":{"rendered":"A Year-End Tax Checklist to Finish Before December 31"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Once the calendar turns, most of your options for the year are gone. A short review in December is the cheapest tax planning there is.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Before December 31<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li>Top up 401(k) contributions through payroll.<\/li><li>Harvest investment losses to offset gains.<\/li><li>Make charitable gifts \u2014 and get the receipt.<\/li><li>Take required minimum distributions if you are over 73.<\/li><li>Use the remaining balance in a flexible spending account.<\/li><li>Pay January&#8217;s estimated state tax in December if it helps you itemize.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Before April 15<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">IRA and HSA contributions for the year can still be made up to the filing deadline, so they are a useful last lever once you know your final numbers.<\/p>\n\n\n","protected":false},"excerpt":{"rendered":"<p>Ten minutes with this list in December can save hundreds in April. Here is what to review before the year closes.<\/p>\n","protected":false},"author":18,"featured_media":28,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[7,6],"class_list":["post-50","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-planning","tag-checklist","tag-year-end"],"_links":{"self":[{"href":"https:\/\/scintillawpthemes.com\/demo\/swp-tax-consultant-pro\/wp-json\/wp\/v2\/posts\/50","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/scintillawpthemes.com\/demo\/swp-tax-consultant-pro\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/scintillawpthemes.com\/demo\/swp-tax-consultant-pro\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/scintillawpthemes.com\/demo\/swp-tax-consultant-pro\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/scintillawpthemes.com\/demo\/swp-tax-consultant-pro\/wp-json\/wp\/v2\/comments?post=50"}],"version-history":[{"count":0,"href":"https:\/\/scintillawpthemes.com\/demo\/swp-tax-consultant-pro\/wp-json\/wp\/v2\/posts\/50\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/scintillawpthemes.com\/demo\/swp-tax-consultant-pro\/wp-json\/wp\/v2\/media\/28"}],"wp:attachment":[{"href":"https:\/\/scintillawpthemes.com\/demo\/swp-tax-consultant-pro\/wp-json\/wp\/v2\/media?parent=50"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/scintillawpthemes.com\/demo\/swp-tax-consultant-pro\/wp-json\/wp\/v2\/categories?post=50"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/scintillawpthemes.com\/demo\/swp-tax-consultant-pro\/wp-json\/wp\/v2\/tags?post=50"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}