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Make charitable giving part of your year end planning strategy. Learn what to review, from donor-advised funds to documentation requirements, with financial services insights from financial advisor in Chicago, IL.

Preparing for year-end tax planning should begin long before the end of the year. Take time to review your income, evaluate your current tax positions, and identify actions that must be completed by December 31. Many tax-related decisions d

An Early Bird’s Guide to Year‑End Planning: 8 Steps to Review Before Q4

James V. Petitpren II

Thursday, August 27, 2026

Preparing during the fourth quarter to review your plans, make decisions, and take appropriate actions may help manage year-end financial planning. Early fall is a practical time to review your finances, organize your records, and look ahea