Quarter 4 Update: Year-End Tax Planning
I hope all is well and you are preparing for winter and snow season. As we enter the fourth quarter, our area of focus will be on year-end tax planning. The below resources and information are provided to open up a discussion. If at any point you’d like to schedule a time to chat further, simply book a meeting and I’d be happy to connect with you.
Looking forward to connecting soon!
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About The Tax Triangle
Catch Me Up
Tax Planning in the News
Winter is coming, which means it's time to start digging into our taxes and thinking about the year ahead. These timely articles discuss different aspects of navigating tax planning. Click any title to open and read the full article.
Details and Analysis of President-elect Joe Biden’s Tax Plan via Tax Foundation
Tax Loss Harvesting During The COVID-19 via Forbes
The Cares Act: Tax tips and planning via Intuit
The Pros and Cons of a Roth IRA Conversion via Investopedia
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The Book of the Quarter
Mindset Matters
In today’s world of accelerating change and increasing demands, our ability to process and embrace change is more critical than ever. Often the pressures of change hold us back, fearing that we can’t change, or perhaps that the old way is better. The key is to think differently – to see change as an opportunity to grow – and modify the foundation of beliefs, habits and expectations that drive performance.
