This Year's Top Tax & Financial Planning Ideas Webcast

• Understand changes to tax law affecting individual taxpayers through the present • Identify strategies that are effective following estate and gift tax changes
Highlights
• The SECURE Act, including IRA and RMD changes • A preview of proposals outlined in The Securing a Strong Retirement Act of 2020 ("SECURE Act 2.0") • Major COVID-19 legislative updates, including provisions from the CARES Act, Consolidated Appropriations Act of 2021 (CAA 2021), and American Rescue Plan Act (ARPA) • The Biden administration's proposed American Families Plan with an emphasis on provisions that impact estate planning • An overview of the mechanics and practical considerations of Donor Advised Funds • A historical overview of virtual currency as well as increased IRS scrutiny on the tax implications of such transactions • An update on income tax and estate-planning ideas, including any recent changes • Highlights of the Tax Cuts & Jobs Act • Tax ideas for the current year • Miscellaneous tax-planning techniques that can add up to significant tax savings • How to use the whole family for tax savings U• p-to-the-minute ideas reflecting new tax law changes in cases, regulations and rulings