Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

POTENTIAL TAX TRAPS AHEAD!

Know What Mistakes to Avoid and What Opportunities
to Take Advantage of This Year and in the Future

To schedule a complimentary review and to learn how Barnett Financial & Tax can help you better plan for retirement, please submit your information in the form on this page!

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

This information is not intended to be suitable for individualized legal or tax advice. Please consult your legal or tax advisor regarding your specific situation.

REQUEST A COMPLIMENTARY FINANCIAL REVIEW

tax

DOWNLOAD OUR FREE GUIDE

5 Helpful Tax Planning Tips guide

The tax code underwent significant changes thanks to the 2017 Tax Cuts and Jobs Act. You may be wondering how the rewritten code will impact exemptions, credits and individual tax rates for 2020. There are many factors that can impact whether your taxes will increase under the overhauled tax code.