MS, MTx, CFA, CFP®, CPA, PFS, CIPM
November 20, 2020
I do not think most of us are sad to see 2020 come to an end. With COVID, way too much rain early in the year, murder hornets, and the election, it has certainly been tumultuous! However, the year is not quite over and there may be some actions to take, or not take, to minimize your tax burdens.