Year-End Planning

Year-end is a confusing and complex time, both for businesses and individuals alike.

There’s a lot to consider, forms to be filled and meetings to be scheduled. Plus, in the wake of new tax reform legislation, there’s even more to think about as 2018 closes and 2019 opens.

Here are some of the most common concerns we hear:

I’m concerned …

  • That tax reform has changed how I do things at year-end.
  • I’m not doing year-end correctly for my small business.
  • That I’m forgetting individual parts of year-end planning.
  • I don’t have the right tools to figure our year-end.

Tax Reform

The Tax Cuts and Jobs Act affects all taxpayers. With the new law comes a new set of complexities, so there is a lot to consider moving forward.

Small Business

As a business owner, it’s critical to keep up with year-end planning. It will affect not only your financials, but also your goal setting in the new year.

We’ve got some tools to help you do year-end correctly.

  • Got employees? Make sure you read through our W2 ebook.
  • Working with independent contractors? Learn what you need to know with our 1099 ebook.
  • Have employees who are using a company vehicle for personal use? Check out our Personal Use of Auto packet.
  • Concerned about how taxes will affect your business? Don't forget our Tax Planning and Tax Rate guides!
  • Have more questions about year-end and what you need to know? Listen in on our year-end webinar recording.


Concerned you’re forgetting individual parts of year-end planning? There are several items to consider from a personal perspective as the year comes to a close.

  • I’m not sure I have the right insurance policies in place. Proper insurance planning can ensure that those you love are prepared for life when things don't go as planned.


Make sure you have the right tools to figure out year-end.