Broker Check
20 Oct
Proactive Year-End Tax Planning and Potential Strategies to Consider in a Joe Biden Presidency


Year-end tax planning is more complex, important, and deadline-driven than ever in 2020, due to the tax and financial tumult of the Covid19 crisis, and the stakes are raised by the November election, which will determine the precise strategies to take by the end of the year.     

This workshop covers:

  • Potential strategies under the Biden proposed tax plan
  • Bracket management
  • Low rates, the scheduled sunset under Biden
  • Gain harvesting to capture a rate advantage
  • The mathematics of loss harvesting
  • Roth conversions
  • Itemizing deductions strategically
  • Funding tax-preferenced accounts
  • 529 Plans for elementary and high-school tuition
  • Charitable contribution strategies
  • Year-end estate and gift planning

Tuesday, October 20th, 2020 at 6:30 PM PDT

(Please feel free to share this invitation with your friends and families)

Date and Time

Tue, Oct 20, 2020

6:30p - 7:30p PST


Zoom Webinar


Event Registration

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