2020 has been a challenging year for all of us. With individuals and businesses coping with the COVID-19 pandemic and some new tax laws going into effect, you may have questions about how your taxes will be impacted.

The end of the year is an ideal time to review your tax situation and evaluate planning strategies.

Our new tax planning guide offers tips on:

• • • • • • Tax Planning Basics
          • Investing
          • Real Estate
          • Business and Executive Compensation
          • Family and Education
          • Charitable Giving
          • Retirement
          • Estate Planning

We hope you find the guide to be useful and look forward to speaking with you soon about your current tax strategy and options for the future.