Maximize Your Year-End Tax Savings


Many tax-saving strategies can only be implemented before December 31. With Carry’s free EOY Tax Saving Checklist, you’ll get straightforward strategies to help reduce your tax bill and make the most of 2024’s tax-saving opportunities.

We’ve also designed this checklist to cut through the noise and give you actionable tips—no complicated jargon.


What’s Inside?


Here’s what we’ll dig into:

  • The “Stealth Wealth” Strategy: How to proactively shield investment gains
  • The 48-Hour Game Plan: Critical tax moves to make before December 31st
  • 7 Commonly Missed Deductions: Including the “Work From Home” deduction
  • The IRS “Red Flag” Detector: Avoid costly audit triggers
  • Bonus: Printable checklist to help bring everything together


About Carry

At Carry, we’re here to help you save on taxes and simplify your financial planning. Whether it’s tools like Solo 401ks or expert resources, we’re dedicated to helping business owners and modern professionals like you succeed.

This checklist is for informational purposes only. Please consult a qualified tax professional for advice tailored to your specific situation.