2020 Lincoln Tax Commentary

Last year will go down as one of the quietest years regarding tax developments. The underfunded Internal Revenue Service (IRS) has dramatically reduced the amount of tax changes and is trying fewer tax cases than ever before. Congress has been deadlocked so barely any legislation has passed. For now, all is quiet on the tax front.

Download the 2020 Lincoln Advanced Sales Tax Commentary

Opportunities for planning

In a survey, three of four high-net-worth consumers worry that tax policy changes could impact their retirement.* We have outlined planning opportunities along with the resources you need for working with clients on business planning, estate and legacy planning, and individual taxation.