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Tax Matters: An executive guide to navigating year-end tax planning

Updated for tax year 2020

After a challenging year, there are a number of tax implications that could impact sophisticated taxpayers. Our 2020 guide provides a brief review of relevant tax law provisions and insights on some of these unique considerations.


This guide includes strategies on:

  • Year-end tax planning
  • Mortgages and home equity lines of credit
  • Maximizing charitable donations
  • Telecommuting and nonresident state income tax filing
  • Changing domicile
  • Disaster relief and COVID-19

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