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📅 December 31 · Various

Year-End Tax Planning Deadline

Last day to take tax-reducing actions for the current year: retirement contributions (401k, solo 401k), business expenses, charitable donations, equipment purchases (Section 179), and more.

Who: Everyone — individuals and businesses

⚠️ Penalty for Missing This Deadline

No IRS penalty — but missed deductions cost you money.

Tips to Stay on Track

1

Max out 401(k) contributions ($23,000 for 2026, $30,500 if 50+)

2

Make charitable donations and get receipts

3

Purchase needed business equipment before midnight (Section 179)

4

Harvest investment losses to offset gains

5

Review your estimated tax payments — make a catch-up Q4 payment if needed

Other Tax Deadlines

Related Resources

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