Evaluating Year-end Planning Opportunities Amid Tax Reform Uncertainty

Tax Reform

Year-end 2020 represents a unique window to contemplate planning opportunities, as taxpayers face a dilemma: act now in 2020 to lock in potential tax savings or wait until 2021 to see whether President-elect Joe Biden’s tax proposals1 will gain traction in Congress. The risk is future tax reform could potentially be applied retroactively to January […]

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