Broker Check

My Favorite Topic...TAX! (NOT)

| November 06, 2019

This is the time of year when our thoughts and activities turn to family and the Holidays. Here it is, the beginning of November, and 2020 will be here in less than 60 days!

So, we often overlook taking some time to prepare for our taxes. (Who wants to do that?!?)

Nonetheless, by doing some year end planning, we can often find some strategies that can save us taxes. Often, if you wait until January 1, it might be too late!

We are happy to provide you with our 2020 Tax Planning Guide to help you prepare.

Of course we are NOT providing tax advice, and strongly recommend discussing your tax situation with your tax professional before making any changes to your tax strategy.

Hopefully you will find the guide helpful in making you more thankful, merry, and happy come April 2020!

Click Here for your free 2020 Tax Planning Guide!