Home / Tax Corner — Wrapping Up 2025: A Year-End Tax Reflection

Tax Corner — Wrapping Up 2025: A Year-End Tax Reflection

December 30, 2025 | Weekly Commentary

As 2025 ends, it is a great time to reflect on your tax and financial year and prepare mentally for 2026 — even if there is little time left to make changes.

  1. Take Stock of 2025 Achievements
    • Review your retirement contributions, charitable giving, and investments. Celebrate the steps you took to build your financial future
  2.  Note Lessons Learned
    • Were there any surprises on your tax return or in your finances? Jot them down to guide planning in 2026
  3. Organize for a Smooth Start in 2026
    • A quick check of your documents, account summaries, and beneficiary designations will make January’s focus on “getting organized “much easier
  4. Look Ahead
    • Consider tax-smart moves in 2026: retirement contributions, charitable strategies, or business planning. Planning now helps you stay proactive instead of reactive

Take a few minutes to reflect, review, and note ideas for next year; it’s a simple way to close the year on a positive and organized note.