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Year-End Tax Planning Updates and Strategies

November 17 @ 1:00 pm 2:00 pm CST

It’s that time of year – time to think about year-end tax savings opportunities. Join our team of tax and estate professionals as they recap the proposed and enacted legislative changes made in 2021, and provide you with some optimal year-end planning strategies to help better prepare you for the upcoming tax season.

Topics to be covered:

  • 2021 Year in Review
  • American Rescue Plan Act and recent Reconciliation Bill
  • Tax Planning Strategies and Charitable Giving
  • Estate Tax Overview/Considerations
  • Year-End Reminders
  • Tax Outlook for 2022

This event has passed.

Zoom Webinar