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As the end of the 2020 tax year approaches, private companies and individuals should carefully examine what actions they may need to take before December 31 in order to take advantage of known tax benefits and those that might change with the new administration.

Our 90-minute, CPE accredited webcast will discuss the following:

  • Tax policy update
  • Corporate year-end planning considerations
  • Individual year-end planning
  • Charitable giving update
  • Estate and gift planning update

 

 

 

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Year-End Tax and Wealth Planning Webcast for private companies, high-net-worth individuals and families

Tuesday, December 8, 2020 3:00 PM ET

Speakers:
frank
Frank Graziano - US Personal Financial Services Leader

dave
Dave Camp - Senior Policy Advisor, WNTS Tax Policy Services

irene
Irene Estrada - Managing Director, Tax

renee
Renee Klein - Partner, Private Company Services

mark
Mark Nash - Partner, Personal Financial Services


 

 

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