09
June
Tax Strategies for 2020 (Webinar)
Description
During this webinar, Cortburg Retirement Advisors will discuss eight specific tax issues.
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.
- Current tax rules based on the 2017 Tax and Jobs Act
- Roth conversation opportunities in 2020
- Health care laws and your taxes
- Distribution actions
- "Tax Smart" asset allocation
- Gift tax exclusions
- Treasury securities and tax-exempt municipals
- Giving appreciated assets to charity
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