2021 Tax Planning Strategies

Online via Zoom
Tax Planning 2021

Josie Jiang CPA and Caleb Griffith CFP® 

team up to present up-to-date tax planning strategies for 2021. 

Topics for discussion and review:


  • Management of income and deductions 
  • Advanced charitable planning
  • Medicare and the Affordable Care Act Premiums
  • Tax bracket changes, inflation adjustments, and expiring tax credits
  • Highlights of this year's American Rescue Plan Act
  • Provisions in last year's CARES and SECURE Acts which affect 2021 tax planning
  • Proposed changes to tax law

For those who cannot attend, the presentation will be posted to our website.

This event will be held virtually via Zoom.  Please sign up below to received the Zoom link.

Questions?  Call (919) 782-9689 or email Bonnie@AssetMgr.com .