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  • About Us

    Where there's unique perspective, there's DGC. 
    Learn more

    • Service Philosophy
    • Team
    • News & Events
    • Community Involvement
  • Services
    • Private Client
    • Business Tax
    Assurance & Accounting
    • Accounting & Business Advisory Services
    • Audit, Review & Compilation
    • Employee Benefit Plan Audit
    • Overhead Rate Audit
    Business Advisory
    • Alternative Dispute Resolution
    • Bankruptcy & Restructuring
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Webinar Recording & Slides: Year-End Tax Planning Webinar for Individuals

11/5/2020 Articles & Podcasts

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

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. 

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.

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

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

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.

Articles & Podcasts
    Private Client, Webinars, Year-End Tax Planning

About the Author

Richelle Maguire, CPA, MST, AEP®
Richelle Maguire, CPA, MST, AEP® Partner
More Articles by Richelle
Author Profile

About the Author

Richelle Maguire, CPA, MST, AEP®
Richelle Maguire, CPA, MST, AEP® Partner
More Articles by Richelle
Author Profile
Webinar Recording & Slides: Year-End Tax Planning Webinar for Businesses 11/10/2020
Year-End Tax Strategies for Individuals 11/4/2020
Year-End Tax Planning Strategies for Businesses 11/4/2020
2021 Cost of Living Adjustments and Estate & Gift Tax Limits 11/4/2020
Webinar Recording and Clips: 'Why Now is the Time to Gift Assets at Lower Valuations' 9/29/2020
Uncertain Times Present the Opportunity to Gift Assets at Lower Valuations 8/24/2020
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