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Year-end tax planning is seldom a simple proposition, and 2020 has been quite a challenge, to say the least. With this in mind, we have prepared a comprehensive 2020 Year-End Tax Planning Letter. For your convenience, the letter is divided into two sections:

Access the letter at the links above to download and print the letter at your convenience.

The concepts discussed in this letter are intended to provide an overview of year-end tax planning. For specific questions about year-end tax planning for your personal or business taxes, please contact us today!