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Completing time-sensitive tax-related actions sooner rather than later means your focus can be on what truly matters during the holiday season – spending time with family and friends.
When it comes to tax law and estate planning regulations, Congress is, if nothing else, unpredictable. While the Build Back Better bill appears to be dead in its current state, another bill will soon follow, offering up its own set of planning challenges.
Spend some time now getting your 2020 tax picture in order. In just a few months, 2021 will arrive. Here are several things to consider before the calendar turns over.
Do you have a Schwab or Fidelity Charitable account? Here are your year-end contribution deadlines.