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

Sumnews july 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.