December 3, 2020

Year-End Planning for Business Owners: Legislative Implications, the Economy and new Tax Strategies

COVID-19, PPP Loan Program, The CARES Act

About this Webinar

Year-end tax planning includes a strategic financial meeting designed to calm the dizzying tax and legislative changes of 2020, while establishing a path for the year ahead. We will cover:

1. Legislative tax implications (CARES Act, Secure Act, TCJA)
2. Tax incentives to generate cash during business disruption
3. Timing of income + expenses
4. Estate and gifting strategies



Judy Kaltenbacher, CPA, Tax Partner
Judy has been in public accounting since 1985, with significant experience serving medical practices, real estate partnerships, S-Corporations, financial institutions, nonprofit organizations and small business clients.

Resource Files