2020 Wealth Planning To-Do Before Year-End
Year-end always brings out the planning opportunities for the year ahead. This year is no exception. There are many strategies that you may leverage to better your family in the future.
Year-end always brings out the planning opportunities for the year ahead. This year is no exception. There are many strategies that you may leverage to better your family in the future.
What ever way to slice it, we need a stimulus package, clarity, and for COVID-19 to dissipate. What could year end do for your coming taxes? That’s another matter.
Join Nathan Krampe, CFP®, founder of Lion’s Wealth Management and Nathan Nelson, Attorney, co-founder of Virtus Law for a conversation on how to handle the new tax laws with your business.
Selloffs and rebounds are the theme to 2020. What is next for the remaining part of the year? Lion’s Wealth Founder Nathan Krampe discusses the markets and his thoughts on what’s to come.
The Lockdown might draw scrutiny and trigger a state-level audit. For individuals who own a home and are unable to leave the higher-tax state face the risk of a residency audit.
KEY TAKEAWAYS Medicare is an important part of anyone’s retirement plan, but it can be confusing and easy to make