Capstone: Build Your Annual Tax Plan — Roadmap Step & Resources
A finished plan covering recordkeeping, deductions, credits and a full-year tax calendar
- Level: beginner
- Estimated time: 1 days
- Roadmap: Tax Planning & Optimization
Before this step
Mini projects
- Build a complete annual tax plan: document checklist, likely deductions/credits, estimated liability and key dates
Study resources
- Two Cents (PBS) (Video) — PBS's personal finance education channel, useful for building an annual tax plan. Relevant to: Capstone: Build Your Annual Tax Plan.
- IRS Filing Information (Article) — IRS official guidance specifically relevant to: Capstone: Build Your Annual Tax Plan.
Part of
- Capstone: Your Annual Tax Plan — section
- Tax Planning & Optimization roadmap — the full learning path