2 Urgent Steps You Need to Take to Save Clients a Shock on Their 2020 Taxes

Mar 8, 2021 / By Debra Taylor, CPA/PFS, JD, CDFA
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Confusion about taxation on coronavirus-related distributions and skipped RMDs—allowed by the CARES Act—can lead to inflated 2020 tax bills. And you may be starting to hear from clients about it. Bring clarity and calm to the situation with these two steps now.

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