Join Scott Kellett, CEO & President, and Greg Phillips, Assistant Vice President & Portfolio Manager, for an informative webinar focused on the current state of the market.
Join Scott Kellett, CEO & President, and Kristin Carter, Vice President & Tax Officer, for an informative webinar to assist you in understanding the massive amount of legislative activity surrounding the Coronavirus pandemic. Included in the CARES Act were numerous tax provisions that provide unique tax planning opportunities.
Key highlights of the webinar include discussion and tax planning pointers on these topics:
- Automatic extension of tax filing and payment deadlines;
- “Recovery rebate” stimulus payments to individuals;
- Retirement distribution relief, including waiver of 2020 Required Minimum Distributions (RMDs);
- New above-the-line charitable deduction;
- And much more!