Home
Client Focus
Knowledge Center
Contact
- Events
- Office Location
Log In
- Client Portal Log Ins

2020 Year-End Tax Planning

2020 Year-End Tax Planning

Gray E. Pendleton, CFP®, AIFA®, AIF®, PPC® | October 27, 2020

Share |

This video reviews several year-end tax planning ideas for you to consider.

Share |

Contact

Pendleton Financial

Office: 919.781.4167

Fax: 919.781.3589

2607 Oberlin Road

Raleigh, NC 27608

gray@pendletonfinancial.com

Quick Links

Retirement
Investments
Estate Planning
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2021 FMG Suite.

Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., A Registered Investment Advisor. Securities offered through ProEquities, Inc., a registered broker/dealer. Member FINRA and SIPC. Pendleton Financial is independent of ProEquities, Inc.

Gray Pendleton is licensed to discuss with and/or offer financial services and/or products to residents of California, Florida, Maryland, Missouri, North Carolina, Ohio, South Carolina, Tennessee, and Virginia. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.