Proactive Year-end Tax Planning for 2021 and Beyond

Proactive Year-end Tax Planning for 2021 and Beyond

2021 has been an unusual year and there is still major legislation being discussed that could have an effect on your taxes. It is the first year of a new administration, so investors should consider taking into consideration the impact of possible future tax strategies. This report includes information on …

Proactive Year-end Tax Planning for 2020 and Beyond

Proactive Year-end Tax Planning for 2020 and Beyond

2020 was an unusual year that had several major legislative bills passed that could have an impact on your taxes. It is also a presidential election year, so investors might want to think about potential future tax strategies. Although it will take more than a change in president to enact tax laws changes …