by anthonycaliendo
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Year-End Tax To-Do List 2019

• Own a small business? Here’s your year-end tax planning game plan https://www.marketwatch.com/story/own-a-small-business-heres-your-year-end-tax-planning-game-plan-2019-11-05

• Establish tax-favored retirement plan

• Claim 100% first-year bonus depreciation for qualified asset additions

• Claim 100% bonus depreciation for heavy SUV, pickup, or van

• Claim bigger first-year depreciation deductions for car, light truck or van

• Cash in on generous Section 179 depreciation deductions

• Property used for lodging

• Qualifying real property

• First-year depreciation and future tax rates

• Time business income and deductions for tax savings

• 3 tax-planning hacks to make before the end of the year https://www.marketwatch.com/story/3-tax-planning-strategies-to-take-advantage-of-before-the-end-of-the-year-2019-10-21

• Set up loved ones for 0% tax rate on investment income

• Convert traditional IRAs into Roth accounts while you still can

• Don’t overlook estate planning

• How to cut your 2019 tax bill before it’s too late https://www.marketwatch.com/story/how-to-cut-your-2019-tax-bill-before-its-too-late-2019-10-14

• Game your generous standard deduction allowance

• Carefully manage gains and losses in your taxable investment accounts

• If you are charitably inclined: sell loser shares and give away resulting cash; give away winner shares

• Gifts to relatives

• Gifts to charities

This checklist was created by anthonycaliendo

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