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The Five Best 2020 Tax Planning Ideas - Taxation News

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Tax News


Posted on: Nov 17, 2020

From Financial Advisor Magazine:

2020 will be a year to remember for decades to come. In the world of tax and retirement planning, it’s brought opportunities for advisors to present to clients. But unlike those in other years, 2020’s opportunities should be seized now—taken advantage of before year’s end—because they may not be as effective afterward. Here are the five best ideas for advisors to share with clients before 2020 ends.

This article was submitted by Rebecca Geyer, Rebecca W. Geyer & Associates PC. If you would like to submit content or write an article for the IndyBar, please email Kara Sikorski at ksikorski@indybar.org.

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