Withum has prepared a 48 page e-book with year-end tax planning ideas that is available for easy download. See link at end of blog.
There is something for everyone and some of the topics covered are as follows:
- Year-End Tax Strategies for Individuals
- Capital Gain Planning
- Qualified Business Income (QBI) Deduction and Limits on Deductions of Business Interest
- CARES Act Tax Highlights
- Private Client Services Year-End Planning
- International Year-End Planning and Compliance
- Transfer Pricing Strategies
- Last-Minute Charitable Giving
- R&D Tax Credit Planning
- State and Local Tax Planning
- Telecommuting Tax Issues
- Changing Residency Planning
- Business Nexus Monitoring
- Qualified Opportunity Zone Roll-Over Investments
- Planning With Retirement Plans
- Planning Checklist for Year-End Wealth Management
- What To Do If You Had a Terrible Income Year
- Coronavirus Relief Grant Tax Planning
- Getting Ready for The Next Round of Financing
Download the e-book, look it over and consider taking action now or speak with your tax advisor as soon as you can so that anything you do can be completed by year-end. Here is link or email your request to [email protected] and just put YETP as the Subject.
If you have any estate planning or business or financial issues you want to discuss please do not hesitate to contact me at [email protected].
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