Webcast: Post election year-end planning

November 10, 2020

Recording           |            Slides

The election has immense implications given the wide and growing gap in tax policy between the two parties. This year, more than any in recent memory, provides an opportunity to capture savings via year-end planning.

This webcast will cover the most relevant planning topics based on the results of the November election. Topics may include:

  • Biden’s tax policies and proposals, should he prevail in the election
  • Bracket management considering historically low tax rates, the scheduled sunset, and the potential tax policy changes
  • Gain harvesting to capture a rate advantage
  • The mathematics of loss harvesting
  • Advanced Roth conversions
  • Rethinking itemized deductions
  • Funding tax-preferenced accounts
  • Using 529 Plans for elementary and high school tuition
  • Charitable contributions
  • Opportunity zone investments
  • Section 199A deduction planning
  • Using trusts to create additional income taxpayers
  • Year-end estate and gift planning