12 Days of Year-End Planning

12 Days of Year-End Planning Blog

Avizo strategists and consultants came together to give you our 2020 Year-End Planning tips through a series of short videos.  We’ll be updating every day, so check back to see our latest tip!

On the 1st day of Year-End Planning, Sally reminds business owners to not forget about the impact of the Paycheck Protection Program loan.  Since we still don’t know whether expenses will be deductible, you may need to prepare for a higher tax bill than usual.

On the 2nd day of Year-End Planning, Kirsten shares how you can save money by making a charitable donation before the end of the year.

On the 3rd day of Year-End Planning, Grant reminds you that if you received unemployment this year (whether or not it’s due to COVID-19), there may be an unwelcome surprise when you file your 2020 taxes.

On the 4th day of Year-End Planning, Allen has good news! He explains how the stimulus money you received mid-year won’t be taxed!

On the 5th day of Year-End Planning, Taylor reminds us about taking advantage of low interest rates right now!

On the 6th day of Year-End Planning, Marian is here to talk to you about estate planning!

On the 7th day of Year-End Planning, Chris is here to share information about carryback net operating losses and how businesses can use them to their advantage!

It’s the 8th #DayofYearEndPlanning! On this day, Kim Pendley is sharing some need-to-know information about bonus depreciation.

On the 9th day of year-end planning, Corey is here to explain disaster claims! Find out how you can bring us the information to determine how you can make your claim work best for you.

It’s the 10th day of year-end planning, which means we’ve made it to the double-digits! To celebrate this achievement, Mr. Hartmann is here to talk to you about retirement planning!

On the 11th day of year-end planning, Earl is here to remind you that setting financial goals reaches beyond tax planning services. He’s offering an investment evaluation to help you get 2021 off to a great start!

On the 12th and final day of year-end planning for 2020, Tammy has a special message of how you can make all our tips work best for you!

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