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