We have compiled a list of action items that may help you save tax dollars. Not all actions will apply in your particular situation, but you (or a family member) will likely benefit from some of them.
Please review the information via the following links:
Year-End Tax Planning Moves For Individuals
Year-End Tax Planning Moves For Businesses & Business Owners
Source: Thompson Reuters
The content on this website is intended for general informational purposes only and cannot be construed as advice or opinion provided by Shea Labagh Dobberstein CPAs, Inc. It is quite possible that the information provided here, while seemingly applicable to your financial situation, is in fact not applicable given your particular circumstances. It is strongly advised that you contact an independent advisor before acting on any information presented.
A spotlight on Yvonne Wu, CPA, Audit Manager at Shea Labagh Dobberstein, as published in the firm’s January 2020 Employee Benefit Plans newsletter.
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