DMJ's annual year-end tax planning letter, focused on individual taxpayers.
TAX BLAST: OCTOBER 29, 2020
2020 Year-End Tax Planning: Personal Letter
As 2020 draws to a close, many of us are looking forward to brighter, more profitable, and COVID-free days ahead! We are humbled by the faith that you continue to place in us as we aspire to be your most trusted financial advisor.
Feel free to share this letter with others that may find it of interest. If this letter was shared with you, and you would like to receive your own copy in the future, please connect with us to be included in future mailings.
If you are a business owner, be sure that you also receive a copy of our year-end letter that focuses on business issues by emailing us at email@example.com. The business letter will include extensive coverage of the PPP (Paycheck Protection Program) loan program and its effect on tax planning. The letter should be available by early November.
One policy note.Please sign and return your engagement letter when it arrives in the mail as part of our tax organizer. Our firm policy does not allow us to complete your tax return until we have this signed document.
Any tax advice contained herein was not intended or written by the practitioner to be used by the taxpayer, and it should not be used by the taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer.
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