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2021 Year-End Tax Planning Webinar

Tuesday, November 16, 2021 8:30 am - 12:30 pm

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.


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.

Watch the videos from the webinar:

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