Tax Planning Checklist

Use our checklist for your 2020 Tax Year plans

2020 Tax Planning

First Name:

Last Name:

E-mail Address:

TRANSACTIONS: 1 I put funds in my traditional IR 2 I put funds in my Roth IRA account 3 I moved funds from my traditional IRA to a Roth

CASH FLOW 1 I started to recieve payments for deferred compensation 2 I started to recieve payments from my pension 3 I started to recieve payments from my IRA to 401k

LIFE CHANGES: 1 I plan to retire in the next 5 years 2 I retired from my job this year 3 My child is no longer my dependent

Featured Thought Leader

Erika Young, CRPS®, CPFA, AIF®

To watch Erika Young interact with her clients is to see her passion for helping business owners and their employees achieve their goals. As Partner in Charge of Human Capital Management Solutions and Director of Employer Plan Services at our affiliate, Wipfli Financial Advisors, LLC, Erika uses her valuable experience and broad industry knowledge to help businesses assess their employees’ needs and design secure, holistic solutions that can offer value for the future.

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© 2022 Wipfli LLP. "Wipfli" refers to Wipfli LLP, a Wisconsin limited liability partnership, and its subsidiaries. Assurance, tax and consulting services are offered through Wipfli LLP. Investment advisory services are offered through Wipfli Financial Advisors LLC. Investment banking and related services are offered through Wipfli Corporate Finance LLC. Wipfli LLP is a member of Allinial Global, an association of legally independent firms. ”Wipfli CPA” is the DBA name of Wipfli LLP in New York state, and refers to Wipfli LLP.

Tax Planning Checklist

Use our checklist for your 2020 Tax Year plans

Featured Thought Leader

Eagle Hill School: Cloud Financial Management with Sage Intacct

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