Year-End Tax Planning

As we approach the end of this crazy year it is more important than ever to consider some year-end tax planning strategies to better position yourself for the upcoming tax season.

In addition to your normal year-end planning, it is important to also consider new legislation. The Coronavirus Aid, Relief and Economic Security (CARES) Act includes provisions to help individuals and small businesses. There is also the Setting Every Community Up for Retirement Enhancement (SECURE) Act and the Tax Cuts and Jobs Act (TCJA) that were previously enacted, but still impact future tax planning.

Let us help you navigate this new legislation and any other tax law changes that may arise. We want to set out clients up for success by making sure they are taking advantage of the tax savings options available to them before year-end.

Want help with some year-end planning?

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