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2020 Tax Facts At A Glance Pocket Reference Guide For Advisors(2020 Edition)

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Coventry House Publishing

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ISBN: 1734581913, 978-1734581911

Book publisher: Coventry House Publishing

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2020 Tax Facts At A Glance Pocket Reference Guide For Advisors 2020 Edition Summary: Message from the publisher: This 35-page reference guide has a small trim size (4 x 6 inches) to fit in your pocket. It's been updated to reflect the Tax Cuts and Jobs Act of 2017 and the SECURE Act of 2019. The Tax Facts-at-a-Glance Pocket Guide serves as a portable reference for the relevant tax, retirement, education, and estate planning figures applicable for 2020. This on-the-go resource for financial advisors details the key inflation-adjusted and federally legislated numbers that effect clients ranging from recent graduates to retirees. Whether you’re studying for a certification exam or advising clients, you’ll be able to quickly and easily access the information that you need in this fully indexed reference guide.Topics include:• Tax and income planning• Retirement and employee benefits• Education and dependents• Estate, trusts, and gifts

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