Financial Guides

Key Planning & Investment Deadlines Spring 2021

by | Apr 20, 2021

For this reason, I want to share our reference card entitled, “Key Changes from the Tax Cuts and Jobs Act”. This chart touches on aspects of your tax plan that you will want to look at every year with your accountant. 

Naturally, I am just a phone call away if you have any questions about the tax implications of your investments and financial plan this year. Also, I would be happy to work with you and your tax accountant and attorney on this! Just let me know and I can assist in setting up a meeting for us.

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