Last Call for End of the Year Tax Moves
Polaris Perspective por Jeff Powell & Jeremy Witbeck
Notas del episodio
The end of the year is a good time to check on your financial accounts. The last day of December is sometimes a significant deadline so it can make sense to do some year-end housekeeping, including evaluating tax strategies and making plans for the coming year. Jeff Powell, CIO, Managing Partner & Founder of Polaris Wealth & Jeremy Witbeck, Partner at Polaris Wealth, address key year-end tax moves you want to make in the last few weeks of 2020 in order to help reduce next year’s tax obligations.
Palabras clave
financial managementfinancial planningwealth managementtaxestax planningtax strategies