Top tax planning strategies in the current environment | PFP learning library archived webcast
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Top tax planning strategies in the current environment | PFP learning library archived webcast

9 months ago · 1 hour 11 min watch

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From its late February high to late March low, the Dow Jones Industrial Average (DJIA) lost one-third of its value. Since then, the market has been defined by uncertainty. Interest rates plummeted, and volatility reached financial crisis levels. Moreover, oil prices declined to a two-decade low. Besides the health of loved ones, clients are likely feeling distressed over the loss in their asset values and questioning whether they are on track to meet their financial goals.

Tax planning has

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