The Ultimate Chart for Tax Season

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Clients look to you as a source for accurate, reliable information that can help them to navigate all the complexities of the financial world. Because we know that no one can memorize each IRS tax update, our D.A. Davidson thought leaders provide a comprehensive tax chart each year that gives advisors easy access to U.S. tax rules for both the current and following year. While we recognize that you cannot offer tax advice to your clients — since that is a task that’s best handled by tax professionals — having access to this information for 2020 can help you in your work to deliver comprehensive financial services to your clients. Understanding these changes also can help you assist your clients for their next visit with their tax advisor.

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Tax Tip Sheet 2019-2020 (1)

 

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