In the wake of the COVID-19 pandemic and its impact on individuals, businesses and the markets, the Treasury and IRS have taken major coordinated action that tax and financial advisors can act on.
To say these are uncertain times is an understatement, but the economic and market volatility we have right now provides astute tax and financial advisors with a number of unique opportunities to better serve their clients. With stocks entering a bear market, now may be a good time to consider new tax-focused strategies.