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  • Jimmy J. Williams, CPA/PFS, CFP®

The Importance of Year-End Tax Planning


This is an optimal time to review your potential income tax liability for 2020. Most individual filers under U.S. jurisdiction are calendar-year, cash-basis taxpayers. This means that many of the options to lower your tax liability for 2020 are eliminated simply by the passage of the year. Just like Cinderella in the historic Disney movie […]


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