It has been a wild ride of politics, pandemics, and social unrest. As 2020 draws to a close, it’s time to review some typical year-end wealth planning reminders as well as ones that are unique to this year.
'Tis the Season for Year-End Financial Planning
Time seems to move faster as we approach the holiday season. Beyond the festivities, there are a number of year-end considerations that could potentially optimize your 2019 tax liability.