ONLINE2020 Year-End Tax Planning: Planning for 2021

December 13, 2020 Free
(Photo: JaggedPixels/iStock)
(Photo: JaggedPixels/iStock)

Join B’nai Torah online for “2020 Year-End Tax Planning—What to Consider Post-Election and in Challenging Economic Times—and Planning for 2021 & Beyond,” with Jeffrey Levine, CPA, MST, and a B’nai Torah member.

This program will be used to identify recent tax law changes and how they may affect an individual’s planning before the end of the tax year 2020, or influence decisions into 2021 and beyond. The timing was planned to offer advice on moves to make to manage income or deductions prior to year-end and to discuss how the recent election may affect tax law or finances for years to come. Time will be allotted to answer general questions after the presentation.

Jeff has been practicing small business accounting, business and personal tax law, and personal financial planning, for over 40 years. He is a shareholder in Alkon & Levine, PC, Certified Public Accountants in Newton. Along with serving a personal client base of over 700, he has been quoted frequently in Newsweek, The Boston Globe and Fortune Magazine.

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Fact Sheet
Sunday, December 13, 2020, 10:00 am - 8:00 pm

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