Preparing for Year-End & The 2021/2022 Tax Season

Preparing for Year-End & The 2021/2022 Tax Season

December 16, 2021
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Year-end is approaching and being prepared is the best way to make this tax season your easiest yet. Following are important information and tools to help you get ready. As always, meeting with your financial professional early and often will ensure your questions are answered.

Download the 2021/2022 Tax-Planning Checklist

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor

Important Disclosures

Securities offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note that LPL makes no representation with respect to such entity.

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