2019-2020 Tax Planning Guide

John Csargo

Although you can’t avoid taxes, you can take steps to minimize them.  This requires proactive tax planing – estimating your tax liability, looking for ways to reduce it and taking timely action.

To help you identify strategies that might work for you in 2019, we’re pleased to present the 2019-2020 Tax Planning Guide.  It provides a refresher on some of the most significant changes that generally went into effect last year under the Tax Cuts and Jobs Act (TCJA) – and their potential impact on tax planning.  It also shows how various strategies apply to different situations, and presents charts, rate schedules and case studies to help you understand the specifics of tax planning.  We invite you to look through it and note the sections or strategies that apply to your situation.  Then let us know if you have any questions about what it covers.

Understanding the ins and outs of the TCJA and determining which steps to take isn’t easy.  That’s why it’s important to work with an advisor who understand it’s complexities and is well versed in the full range of actions you can take to save tax.

We would welcome the opportunity to help you map out a tax plan that takes full advantage of all strategies available to you.

Click the link below to view the guide.

2019-2020 Tax Planning Guide


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