Right around this time of year is when we usually host the annual Navigoe End of Summer Celebration. Unfortunately, as we are still respecting social distancing and group gathering guidelines, the 2020 celebration has been cancelled. However, we hope to give you something to look forward to. Our company, started by Scott Leonard in 1996, turns 25 years old in 2021! We plan to have a celebration befitting the anniversary.
We have continued to conduct meetings with clients and prospective clients over Zoom video or simply by phone.
We hope you find this latest newsletter informative. The articles include:
- Act by the end of 2020 for a major retirement income tax break
- Three easy ways to increase your chance of financial success
- Financial and tax planning for the long run
- How to swap real estate and defer taxes, maybe forever
You can access this quarter’s complete newsletter here: Q3 2020