Event Information

NAPFA Webinar - Potential 2021 Tax Updates and Ensuing Planning Opportunities


Online Webinar  
Thursday, December 03, 2020 3:00 PM - 4:00 PM   iCalendar

Presented by: John Schuman, JD, CFP®, CPA (inactive), Chief Planning Officer, Chief Compliance Officer, Co-CEO, Budros, Ruhlin & Roe, Inc.
1 NAPFA CE in D – Income Tax Planning, 1 CFP® CE, and 1 IRS EA CE
Member: $39; Non-Member: $59

Description:
As a result of our governments 2020 stimulus plan, tax increases may be in our future. The certainty of our tax laws will only last through this year’s end. Join this discussion on year-end tax planning and lifetime estate planning opportunities centered around potential 2021 tax law changes.

Learning Objectives:
• Planning around the CARES Act and SECURE Act
• Information on Roth conversion
• Latest on Estate Planning and Wealth Transfer

Contact Us

If you have any questions, please email info@napfa.org.

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Online Webinar  


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