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2020 Year-End Tax Planning Guide

Do your tax strategies need a refresh? With individuals and businesses coping with the impact of the COVID-19 pandemic and some new tax laws going into effect, you probably have questions about tax planning this year. To save the most on your 2020 taxes, you need to plan carefully and take advantage of all deductions, credits, and other breaks that current tax law allows. This is exactly what our 2020 Year-End Tax Planning Guide can help you do.

Front page of the 2020 Year-End Tax Planning Guide


Tax and Estate Planning Guides

Our Tax Planning Guide answers frequently asked tax questions for individuals, businesses, not-for-profit organizations, and more. If you have questions about the CARES Act, the SECURE Act, tax changes under the TCJA, need a list of updating tax due dates, or have other questions, please refer to our guide HERE.

Our Estate Planning Guide helps you plan to ensure that your assets are distributed according to your wishes and your loved ones are provided for. From estate planning basics to charitable giving, life insurance, community property, and more, we have many helpful resources in our Estate Planning Guide HERE.

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