***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.

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