The 2020 Individual Year-end Tax Planning Guide is Here

Looking for year-end tax planning moves to save on taxes this year? Check out our annual year-end guide. Most strategies need to be executed before December 31, so act quickly.

Remember, this guide does not replace customized, year-round tax planning. Contact us today to find out more.

The guide includes many different strategies:

  • New Cares Act changes to retirement plans
  • Clearing up the confusion on stimulus checks
  • Retirement plan tax strategies
  • Strategies for your stock portfolio
  • Saving taxes with charitable contribution strategies
  • How to save taxes with health plans
  • Tax strategies for family and education
  • Deferring income or expenses

Click here for ourĀ  2020 Year-End Planning Letter for Individuals

Also, check out our 2020 Year-End Tax Planning Guide for Business Owners