2020 Year End Financial Checklist

It’s the most wonderful time of the year!

Not just for holiday and family cheer, but to clean up your financial life for the next year.

To help you get started, I’ve put together a checklist for your year-end tasks.

This list will help you plan for 2021 by making sure your year-end reports are prepared correctly and that you’re starting your financial and tax reporting early. 

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This checklist was originally shared in The Art of Money Matters newsletter.

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