For those filing a tax return for the first time, the key to creating a successful tax plan is gathering as much information as possible, including all relevant personal tax documents and the resources to put the return together mistake-free. For more information on filing, check out the article below by Daniel Forbes CFP® featured by the CFP® Board on the blog Let’s Make A Plan.
Now is the perfect time to review several opportunities to potentially reduce taxable income for tax year 2020.
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The pre- and peri-pandemic environments are triggering market movement and tax planning opportunities in 2020.
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The CFP recently asked Dan to contribute to an article about personal finance. Read it here:
Financial planners are investing in FinTech, or financial technologies, to stay on top of real-time data and the changing communication space. Dan was recently asked by Investor's Business Daily to contribute to an article on the topic.
https://www.investors.com/financial-advisors/financial-technology-five-ways-can-help-your-firm/
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Forbes Financial Planning, Inc
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Email: dforbes@forbesplanning.com
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