Potential 2021 Tax Updates and Ensuing Planning Opportunities - NAPFA Credit Only

Potential 2021 Tax Updates and Ensuing Planning Opportunities - NAPFA Credit Only

D-Income Tax Planning

John Schuman

Member: $39.00
Non-Member: $59.00Your price

Published: 12/03/2020

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 with John Schuman 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

1 NAPFA CE in D – Income Tax Planning will be posted in your NAPFA CE record after downloading this recording.

This is a recorded webinar from December 3, 2020.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.