Special Report: Year-End Tax Planning for 2020

Screenshot 10 - Special Report: Year-End Tax Planning for 2020

Year -end Planning takes place during the COVID-19 pandemic which has widely affectd ersonal and business finance. New tax rules have been enacted to help mitigate the financial impact of the disease, some of which should be considered as part of this year's planning, most notably elimination of required retirement plan distributions, and liberalized charitable deduction rules.

This special report provides two checklists of actions that can reduce tax liability. This Special Report provides two checklists of actions that can reduce tax liability for this year and in the years to come — one for individuals and one for businesses and business owners.

  • This checklist of actions may help individual taxpayers reduce their tax liability if they act before year-end.
  • Understand Year-End Tax-Planning Moves for Businesses and Business Owners
Screenshot 11 - Special Report: Year-End Tax Planning for 2020

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