09 June
Tax Strategies for 2020 (Webinar)


During this webinar, Cortburg Retirement Advisors will discuss eight specific tax issues.
  1. Current tax rules based on the 2017 Tax and Jobs Act
  2. Roth conversation opportunities in 2020
  3. Health care laws and your taxes
  4. Distribution actions
  5. "Tax Smart" asset allocation 
  6. Gift tax exclusions
  7. Treasury securities and tax-exempt municipals
  8. Giving appreciated assets to charity
Certified Public Accountant (CPA) and Certified Internal Auditor (CIA), Zhanna Kelley*, will be presenting and available to answer as many questions as possible.

Participants of the webinar will receive a free copy of our "Common Tax Errors to Avoid" e-book which offers tips on some common filing errors to avoid, as you prepare your taxes.

* Zhanna Kelley is not affiliated with LPL Financial or Cortburg Retirement Advisors.

Date and Time

Tue, Jun 09, 2020

5:00p - 5:30p EST


Online Webinar


Event Registration