Year-End Tax Planning Doubleheader Webinars, Dec. 9 and Dec. 10

With less than a month to go in the year, we have two timely tax-planning webinars, both free, scheduled for next week. The first is presented by Gray, Gray and Gray on Wednesday, Dec. 9 at 1 p.m., and the second is by PC Planning & Benefits, on Thursday, Dec. 10 at 11 a.m. Lots of good, practical information will be presented, and the two sessions will each present unique information and advice. They are described below.

Gray, Gray and Gray Virtual Year End Planning Seminar, Wed., Dec. 9, 1:00 - 2:30 pm
This session will focus on how to plan for accelerating growth in the midst of uncertainty. We will take an in-depth look at key issues that all business leaders are facing as the New Year approaches, including practical solutions to help inform your own corporate and personal strategies and break through to a stronger 2021. Join moderator Jim DeLeo and presenters Kelly Berardi, Derek Rawls, Brad Carlson, Bryan Pearce, and Paul Gerry of Gray, Gray & Gray, LLP; and Dan Romano and Justin Klunder of Gray Equity Management, LLC, as they guide you through these essential topics:
  • How to build efficiencies and security in working remotely
  • Maximizing the value of your PPP loan
  • Impact of the Presidential election on business and finance
  • Predictions on potential tax legislation — both federal and state — and how to plan for it
  • Year end tax planning essentials
  • Making your investment strategy more resilient
  • Know your numbers — accessing critical financial information quickly and accurately
  • The critical importance of strategic planning for your business
  • Customer relationships
  • Team building
  • Supply chain management
  • Operational efficiencies
  • Cash flow and liquidity imperatives
2020 Tax Planning: Preparing for Biden's Tax Policies, Thu. Dec. 10, 11 am - 12:00 pm REGISTER:
Everyone has been saying that the elections held last month were historical. Regardless of your political stance, the elections will prove to be consequential from a tax planning standpoint. That's because President-elect Biden is seeking to overturn the Trump tax reforms of 2017, increasing personal and corporate taxes, capital gains taxes, and estate taxes. If Democrats gain control of both houses of Congress, these plans will be pushed through and could even be made retroactive to some degree. In this very informative free webinar, you will learn all the proposed tax changes of the incoming administration, and how they affect companies, business owners, and high income and high net wealth individuals. Then you'll be presented with some practical ideas you can do today, before the end of the month, to shield yourself from many of these impending tax changes. These include ways to reduce taxes, lower your expenses and to maximize retirement plans, reduce capital gains, take advantage of Roth plans, trusts and estates, charitable and education planning, and more. Presenters: Peter Cohen and Joseph Tucciarone