Helpful Documents

This newly updated and designed 2021 Tax Planning whitepaper can be a valuable resource when helping clients stay prepared for the upcoming tax season. This year’s edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation.

Many Americans worry about saving enough for the future and may not understand how to fully take advantage of their employer-sponsored retirement plan.

“Don’t panic.” Advice that seems more difficult to follow these days. Because of the novel coronavirus (COVID-19)’s effects on the financial markets, not panicking may be easier said than done.

The countdown begins. Once the clock rolls us into 2020, tax season gets underway. The old calendar year, 2019, will have officially been put to rest.