Federal Tax Limits Guide 2020

by Sanderson Wealth Management Feb 17, 2020 Financial Planning, Tax Consulting

The U.S. tax code is tens of thousands of pages long—with rules and exceptions changing every year. So it’s understandable if you feel a bit overwhelmed when tax season rolls around, especially if you have a complex financial picture.

To provide clarification and peace of mind, we’ve compiled the Annual Federal Limits Relating to Tax and Financial Planning 2020. This guide provides an updated summary of tax rules that commonly apply to retirees, high-net-worth individuals and families.

We hope you find this resource to be helpful as you prepare your return and collaborate with your tax adviser. If you have any questions, please don’t hesitate to contact us.

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© 2020 Sanderson Wealth Management LLC. This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting, or tax advice from their own counsel. All information discussed herein is current as of the date appearing in this material and is subject to change at any time without notice. Opinions expressed are those of the author, do not necessarily reflect the opinions of Sanderson Wealth Management, and are subject to change without notice. The information has been obtained from sources believed to be reliable, but its accuracy and interpretation are not guaranteed.