whiteboard with Tax planning text layout with a calculator. Passbook tax form and coins on wooden table for planning Money Financial Accounting Concept

2020 Vision: Individual tax planning strategies for the upcoming year

Tax planning isn’t a concern exclusive to businesses, although individual taxpayers often mistakenly believe that to be the case. While it is true that tax planning for individuals is less complicated than it is for businesses, it is no less important. Even W-2 employees can take steps to reduce risk, minimize the chance of getting an unexpected tax bill and ensure retirement savings deliver the maximum benefit from a tax perspective.

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keep more of your money handwritten on post-it

Year-end strategies to lower 2019 tax liability for business owners

Summer has come and gone, with autumn in full swing as the year draws to a close. Did your business exceed growth targets, struggle with unexpected headwinds or fall somewhere in between? However you answered that question, the good news is that there’s still time to reduce 2019 tax liability.

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