Capability 2022 Tax Planning Checklist
As we head into the last quarter of 2022, consider evaluating your wealth plan to ensure it reflects any changes in your circumstances or goals, the economic landscape and the current tax environment. Rising interest rates and potential legislation could lead to changes to the tax law and investment strategy that may require adjustments to your plan before the end of the year.
Review the checklist below for potential strategies to consider, and work with your wealth management team to take action prior to the December 31 deadline.
- December 1, 2022:
Recommended date to initiate gifts of qualified, appreciated stock or wire transfers
- December 1, 2022:
Recommended date to initiate an IRA Charitable Rollover.
- December 31, 2022:
The last day charitable contributions can be made and be tax deductible for 2022.
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