Checklists: Navigating Tax Season – A Worker’s Checklist for Tax Review

This essential guide for working individuals reviewing their tax returns serves as a comprehensive checklist to navigate the complexities of tax preparation and planning. It addresses family and filing considerations, investment income concerns, retirement plan adjustments, and income-related issues, among other topics. Whether you’re evaluating deductions, understanding the implications of life changes on your tax status, or optimizing retirement contributions, this guide offers a structured approach to ensure you’re maximizing benefits while adhering to tax regulations. It’s a pivotal tool for making informed decisions and ensuring your tax filing is as beneficial and accurate as possible.

Peter Donisanu, ChFC®, AIF®

Peter Donisanu, ChFC®, AIF®, is Chief Wealth & Tax Strategist at Franklin Madison Private Wealth and previously served as a senior investment strategy analyst at Wells Fargo Investment Institute, where he contributed to portfolio guidance for institutional and private wealth clients. He works with high-net-worth retirees and pre-retirees on retirement planning, tax-aware wealth strategies, equity compensation, and sudden wealth preservation, helping clients approach major financial decisions with clarity, confidence, and peace of mind.

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