Tax Planning: Wrapping up 2020 and Preparing for 2021

Online via Zoom

Join Josie Jiang, CPA and Caleb Griffith, CFP® for a review of:

Tax Planning:  Close out 2020 and Prepare for 2021
  • 2020 tax filings - tax bracket changes, tax extenders (temporary tax provisions) expiring as of 12/31/2020, and the CARES Act.
  • Medicare premiums at different income levels.
  • The SECURE Act and 2021 tax planning opportunities.




There will be an opportunity to ask questions.

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

Questions?  Please call (919) 782-9689 or email .