2025 End of Year Financial Planning Checklist
As 2025 draws to a close, the final weeks of the year offer an ideal opportunity to review and implement year-end financial planning strategies. The One Big Beautiful Bill Act, signed into law on July 4th, extends key provisions of the 2017 Tax Cuts and Jobs Act that were set to expire this year and introduces new opportunities ahead of changes taking effect in 2026. To help you finish the year strong and set the stage for long-term success, we’ve prepared a checklist of financial moves to consider before year-end.
We encourage you to reach out to your Altair engagement team. In the meantime, we hope you find this year-end packet helpful.
This information provided is not written or intended as specific tax or legal advice. Altair employees are not authorized to give tax advice or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. While we believe this information is accurate as of the date we compiled it, Altair Advisers cannot guarantee the accuracy of all information presented.