2021 Year-End Tax Planning Webinar
Tuesday, November 16, 2021
8:30 AM - 12:30 PM
Our 2021 annual year-end tax planning event included topics intended to help you navigate current challenges and opportunities in your business.
AGENDA:
Welcome & Introduction
Lisa Pileggi, Director-in-Charge, Tax Strategies
Individual Tax Update
Andrew Berger, Director, Tax Strategies
Michael Viens, Director, Tax Strategies
Business Tax Update & Entity Choice Analysis
Lisa Pileggi, Director-in-Charge, Tax Strategies
Estate and Gift Planning in an Uncertain Environment
Richard Nelson, Director, Tax Strategies
Incentives and Credits for Your Business
Carlo Ferri, Director, Tax Strategies
Brian Kitchen, Director, Tax Strategies
SALT Update
Thomas Frascella, Director, Tax Strategies
Click here to download the slides from the presentation.