A checklist of tax issues to consider at year’s end



April 15

April 15

Have you thought about ways you may be able to save money on your taxes?  Would like to see a list that provides a few ideas?  Check out the list below.

I think I have mentioned Metro Business Alliance in previous posts.  It is a business networking group I have been in since June 2002.  It has been a huge part of building and growing my law practice.  On top of that, I have many wonderful relationships with people I have met in the group.  The group is also a great information resource.  One example of that is the document below, provided by Galen Taylor of Platinum Accounting Group.  Galen is a CPA and is very experienced and knowledgeable on tax issues.

While this document is not tax advice, it is a good list of issues to think about as we close out 2014.


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Posted by Shawn Roberts

On this blog, I write about and try to answer practical Oklahoma legal questions. My focus and most experience is in estate planning and business issues including Oklahoma non-compete law. I make a living as an attorney in the law firm I founded, Shawn J. Roberts, P.C. in Oklahoma City. I live in Edmond with my wife Amy and my two children, Sam (19) and David (11). We live precisely in the path of where the "wind comes sweeping down the plains."