Tax Planning Tips for 2020

December 1, 2020

Marina Parkin (Koontz & Parkin, CPAs) and Jo Ann Koontz (Koontz & Associates, PL) explain why it's so important to plan for your 2020 tax season now. The CARES act has provided many benefits for businesses that are doing well this year and for companies that have struggled during the pandemic. Learn about these new ideas to save money on your taxes and be prepared early.

Getting Organized Early

4:40 Get organized and ready for your 2020 taxes. 2020 was distracting. It's easier to gather expenses and reports now rather than waiting until March and April 2021. Choosing software and paying for a bookkeeper will allow you to focus on your business and make money instead of wasting opportunity.

Tax planning ideas related to the CARES act

15:16 Required minimum contributions to IRA are not required this year

18:12 Qualifying for COVID related IRA withdrawal without penalty

21:36 401k allows loans, take up to 100%

24:34 Charitable contributions benefits

27:44 Net operating loss and carryback previous year losses

40:01 Bonus depreciation on improvements

44:55 Solar panel credit

46:35 Timing of revenue recognition and expense recognition

49:42 Retirement contributions

50:56 Health savings account

52:00 PPP loan forgiveness updates


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