Like everything else in 2020, year-end tax planning won’t be status quo due to the uncertainties and complications that COVID-19, new tax legislation, financial recovery relief and post-election transition created. Tax advisers face the difficult task of helping clients plan for next year.
Use this year-end tax planning letter to get the conversations started with your individual tax clients to help them take a fresh look at their current and future financial health. The client letter provides a handy list