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LATEST INSIGHTS

SECURE Act Affects Retirement and Tax Planning for Individuals

SECURE Act Affects Retirement and Tax Planning for Individuals

On December 20, President Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Here are some changes that are most likely to affect individuals, including some that aren't related to retirement savings.

 

Promotions Announced - Congratulations

FIRM NEWS

Promotions Announced - Congratulations

Promotions Announced - Congratulations

Please join Lumsden McCormick Managing Partner John Schiavone and the Partners in congratulating the individuals receiving promotions on January 1, 2020. Congratulations!

 

2019 Year-End Tax Planning Guide for Individuals

E-BOOKS

2019 Year-End Tax Planning Guide for Individuals

2019 Year-End Tax Planning Guide for Individuals

Paying your individual income taxes likely represents one of the largest outlays of the year, but it also offers an opportunity for significant savings. Whether you have paid individual income taxes through employer withholding or quarterly estimates, thoughtful planning before the calendar turns to 2020 can reduce your total tax liability and help retain more of your earnings.

 

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