Year End Tax Planning Considerations 2020

With the end of 2020 in sight, we encourage you to review your financial affairs for the year so far and consider whether any tax or estate planning actions should be taken before December 31st or deferred into 2021. Over the course of this year, a wide variety of tax-related laws have been changed, adjusted, introduced, or suspended, and as such 2020 deserves more review than usual. To help you get started, we would like to highlight a few select issues and opportunities. Please know that we are here to partner with you and would welcome the opportunity to discuss these topics at your convenience.