As 2020 draws to a close, some year-end tax and savings strategies for your consideration.

2021-06-26T14:14:03-05:00November 16th, 2020|Categories: A Wealth Plan Blog|

Dear SWP Client, We want to provide you with some tax planning strategies as well as some savings tips for you to consider as 2020 comes to a close. AVOID UNEXPECTED TAX CONSEQUENCES [...]