The article “Make
Direct Marketing Pay Off” (Dec. 07, page 38) misstated the
headquarters location for the firm Stonefield Josephson. It is based
in Los Angeles. The JofA regrets the error.
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.