Tax Planning in a Pandemic

We hope you’re staying safe and that you’re making the best of the changes in these soul-challenging times. Despite the obstacles presented by the virus, we remain fully operational - thanks to our technology and team. In this letter we cover:

  • Socially Responsible Investing

  • 2020 RMD Suspension

  • Tax Planning During Covid-19

  • Roth IRA Conversions

  • Increased Financial Fraud in the future?

George Chambers