More tax options for business losses in 2020
The CARES Act provides more ways for business owners to offset losses in tax filings in 2020.
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The CARES Act provides more ways for business owners to offset losses in tax filings in 2020.
For financial planning, year end can be an opportune time to review strategies for gifting and estate plans.
While tax rates are historically low, investors may want to review several tax planning considerations before year end.
As investors prepare for year-end planning, they may want to consider tax-smart strategies under the CARES Act.
Amid uncertainty following the 2020 elections, market volatility is likely to continue: Webcast
The House last week introduced a bipartisan bill, known as Secure Act 2.0, to expand retirement plan participation and savings.
Some tax proposals introduced by the Democratic presidential campaign may cause changes to retirement savings accounts.
With uncertainty around the upcoming elections, it is not clear what types of tax changes may be implemented under a new administration.
With the possibility of future higher tax rates, investors may want to consider strategies that can be implemented now such as a Roth IRA conversion.
With the current economic pressures, some investors may be focusing on the tax landscape and the possibility of higher tax rates