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2020 Year-End Planning Guide

VIEW YEAR-END PLANNING GUIDE(PDF)

SUMMARY

As 2020 comes to a close—thankfully, some might say—there are numerous tax and financial planning moves to consider. Some of these actions are similar to other years; some are new due to recent legislation and, this being a presidential election year, potential shifts in policy focus. The 2020 Year-End Planning Guide walks through how recent legislation—including the SECURE Act and the CARES Act—affects planning as we wrap up this unprecedented year. In a systematic fashion, the guide covers action items to consider related to managing income and investments, retirement planning, charitable giving, and transferring wealth. The guide also provides a list of key dates in each month through the end of the year, to help you stay on track and take necessary actions before it is too late.