At the end of 2019, President Trump signed into law the Setting Every Community Up For Retirement Enhancement (SECURE) Act (A title like that could come in handy for a trivia question someday).
With 2019 winding down, it’s time for one more look to see whether there are worthwhile tax saving opportunities that you can still take advantage of before the calendar shuts the door.
Affiance Financial is pleased to share the following article by Steven E. Warren, CPA, MBT. Mr. Warren practices accounting and consulting at Schechter Dokken Kanter, a Minneapolis CPA and consulting firm. Mr. Warren can be contacted at firstname.lastname@example.org or 612-332-9391.
Thank you to everyone who came to the event, we’re grateful for having such engaged and interested clients. As always, we value any feedback you might have, so please don’t hesitate to reach out to your advisor with any questions.
The following article is provided by Ed Slott and Company. Affiance is granted access to this content as part of Financial Planner Seth Meisler’s membership in Ed Slott’s Elite IRA Advisor Group — an exclusive group for financial advisors dedicated to being leaders in the IRA industry.
Thank you to everyone who attended our Tax Planning Presentation on October 3. Seth presented valuable information regarding the recent changes in Minnesota and Federal Tax legislation, as well as some end-of-year tax strategies and reminders. Please click the graphic below to begin the presentation.
Click the link for a pdf version: Tax Academy Infographic
by Steven E. Warren
Affiance Financial is pleased to share the following article on Tax Identity Theft by Steven E. Warren. Steven E. Warren, CPA, MBT practices accounting and consulting at Schechter Dokken Kanter, a Minneapolis CPA and consulting firm, and he is an adjunct professor at the University of St. Thomas. Mr. Warren can be contacted at email@example.com or 612-332-9391.
Andy Fishman Article.pdf Read all about it!