2020 Year-End Planning Checklist

No matter your current financial situation, you may be able to take advantage of a few important end-of-year tax strategies. Check the boxes on this list by December 31 and find out if you can potentially minimize your tax burden.

Our counseling process provides guidance regarding appropriate options to suit both your needs and those of your family.

Please call us @ (347) 331.0648 to discuss your plans and questions or email Martin Teevan.

  • Investment portfolios

  • List Title 2

  • List Title 3