Year-end Tax Planning Considerations

Year-end Tax Planning Considerations

2020 has been an unusual year to say the least. As we have adapted to “new normals” throughout our lives, following are some important changes to consider as the year closes for your tax strategy. Required Minimum Distributions (RMDs): One normal year-end...
Trump vs. Biden Potential Tax Changes

Trump vs. Biden Potential Tax Changes

Ordent Visuals / Shutterstock.com As financial planners during an election cycle, we often hear the concerns of our clients and how regulatory changes may impact their lives. These concerns have ranged from healthcare costs to business regulation to taxes. For this...