Webinar Recording & Slides: Year-End Tax Planning Webinar for Individuals
11/5/2020Articles & 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.