Year-end Planning | PFP learning library webcast archive
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Year-end Planning | PFP learning library webcast archive

1 year ago · 1 hour 3 min watch

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2020 has been an unusual year, to say the least. But while the looming COVID-19 pandemic continues to reshape the way Americans work, live, and play, one thing that has remained constant is the need for ongoing planning to minimize current and future taxes, and to maximize the likelihood of achieving important financial goals.

Accordingly, year-end planning remains as important as ever. As if normal year-end planning, combined with the complexities brought about by a pandemic weren't enough to deal

Download the Handout: Year-end Planning

File name: 20201021-ye-planning.pdf

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