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Year-end Tax Planning for 2020

Forgiveness, Elections, and Deficits: Year-end Tax Planning for 2020

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Year end tax planning in 2020 may be quite different than prior years.

  • Secure Act made the most significant changes in beneficiary planning in a decade. Have you updated your beneficiaries?
  • Family First and CARES Act made changes far beyond the $1200 payment you received. How will these changes impact you?
  • The election results are in. Should you change tax strategies?
  • Minnesota is looking at deficits far larger than any in history. Are you prepared?

Start Time

11:30 am

December 9, 2020

Finish Time

1:00 pm

December 9, 2020


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