This has been a year of unprecedented uncertainty. Now is the time to formulate a strategic and forward-thinking tax plan to ensure you are well-positioned in tax year 2020 and beyond. We held two year-end tax planning webinars, one for individuals and one for businesses, on November 5th and 10th.

DGC’s experts covered topics such as:

• What planning opportunities are currently available?
• How will the results of the presidential election affect current tax law?
• What will be the impact of potential stimulus legislation on year-end planning?

Year-End Tax Planning Webinar for Individuals
Thursday, Nov. 5th from 1pm-2pm

Our presenters reviewed decisions you need to make before year-end, such as charitable giving, estate planning and gifting, along with information for self-employed individuals. They discussed topics such as the CARES Act, the SECURE Act, treatment of deductions and others that will help guide you in your tax planning.

To download the slide deck of the presentation, click here.

Presenters:
Richelle Maguire, CPA, MST, AEP^® – Partner, Private Client Group
Sahri Zeger, JD, MBA – Principal, Private Client Group

Year-End Tax Planning Webinar for Businesses
Tuesday, Nov. 10th from 1pm-2pm

Our presenters discussed current tax issues that impact closely held businesses and their owners, including the CARES Act, PPP Loans, multi-state and local taxation, and others that impact your planning decisions.

To download the slide deck of the presentation, click here.

Presenters:
Matthew Mulroney, CPA, MST – Partner, Business Tax Practice
Scott Thomas, JD, LLM – Senior Advisor, Business Tax Practice

If you would like to receive additional information about DGC’s webinars, please contact Tom Annino, Sr. Marketing Specialist at 781-937-5320 / tannino@dgccpa.com.

If you would like to get alerts and insights like this sent directly to your inbox, sign up here.