Read Dan Flanagan's SumNEWS Article on Timely Tax and Financial Planning Strategies

Read Dan Flanagan's SumNEWS Article on Timely Tax and Financial Planning Strategies

July 20, 2020

Canby Financial Advisors Partner Daniel FlanaganCPA/PFS, CFP®, AEP®, has authored an article in the July 2020 edition of SumNEWS, a publication of the Massachusetts Society of Certified Public Accountants.   

In the article,  Four Timely Tax-Advantaged Financial Planning Strategies, Dan offers conversation-starters CPAs can use to help their clients deal with some of the tax- and investment-related challenges that have emerged in the aftermath of the COVID-19 pandemic.  

Click here to view the article online.