By The Numbers
The State of PFP
A survey of 810 accounting firms in Maryland, Virginia and
Washington, D.C., gives PFP practitioners a sense of the trends
in financial planning.
These year-end tax planning strategies address recent tax law changes enacted to help taxpayers deal with the pandemic, such as tax credits for sick leave and family leave and new rules for retirement plan distributions, as well as techniques for putting your clients in the best possible tax position.