Tax planning is mostly timing, and timing only works in advance. Once the year closes, the decisions have been made whether or not anyone made them deliberately. Enter your year end and expected profit to see what is still worth doing.
Everything above is generic until someone looks at your actual position. What makes year-end planning work is a conversation two or three months before the year closes, not a checklist read the week after. That conversation is part of what we do as a matter of course rather than something extra.