Webinar Recording & Slides: Year-End Tax Planning Webinar for Individuals

11/16/2021 Articles & Podcasts

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

Creating a strategic and forward-thinking tax plan is critical for every individual and business. It's the most effective way to ensure you are well-positioned in 2021 and beyond. DGC held two year-end tax planning webinars, one for individuals and one for businesses, on November 16th and 18th.

DGC’s experts covered topics such as:

How does proposed federal tax legislation impact you and your business?
Tax planning opportunities that are available
New state and local income tax developments

Our presenters reviewed the current tax proposals and things to consider in anticipation of tax law changes. We reviewed traditional planning options and discuss other strategies for consideration related to income, gift and estate taxes that will help guide you in your tax planning.

Presenters:
Richelle Maguire, CPA, MST, AEP^® – Partner, Private Client Group
James Downing, CPA, MST – Partner, Private Client Group

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

If you have any questions about the presentation or want to discuss how DGC can help, please contact a member of your client service team or Richelle Maguire, CPA, MST, AEP at 781-937-5140 / rmaguire@dgccpa.com or James Downing, CPA, MST at 781-937-5136 / jdowning@dgccpa.com.

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