Proactive Tax Planning Checklist

Planning rhythm

Proactive planning works best when it becomes a practical annual review rhythm for owners and advisors.

Review before year-end

• New acquisitions, dispositions, refinances, or ownership changes
• Major repairs, renovations, tenant improvements, or building-system replacements
• Depreciation schedules and fixed asset additions
• Energy upgrades that may affect 179D, 45L, or other incentives, including current cutoff timing
• Assessment notices and property tax appeal deadlines
• Capital gains, estate, succession, or charitable planning decisions
• Whether a no-obligation benefit screen should precede a deeper technical study

Next step

Create a short owner/advisor action list with deadlines, documents needed, likely benefit areas, and the person responsible for each tax planning item.