To empower Americans with information and strategies to help them reach their financial goals, the AICPA is offering a free consumer webcast this Wednesday, October 21st from 1:00 to 2:00 PM ET. The webcast features CPA financial planner Jeffrey Levine, CPA/PFS talking through important year-end planning considerations for your retirement, investments, insurance, estate, and taxes in simple, easy-to-understand terms.
Year-end financial planning in a normal year can be difficult. This year, there are added complexities brought about by a pandemic and a Presidential election. With many pandemic-related relief programs expiring, changes in Congress on the horizon and the potential for a new administration in 2021, it is especially important to be aware of the year-end planning moves currently available to Americans to help them secure their financial future.
In this straightforward webcast, listeners will learn:
- How the results of the 2020 election could impact year-end planning strategies
- What pandemic-related deadlines are upon us as 2020 comes to an end
- How to maximize contributions to tax-favored plans including: 401(k)s, IRAs, & HSAs
- How to double-check estimated taxes/withholdings
WHAT: Year-End Financial Planning in Plain English
WHO: Jeffrey Levine, CPA/PFS, Director of Advanced Planning for Buckingham Wealth Partners
WHEN: Wednesday, October 21st, 2020, 1:00 – 2:00 PM ET
HOW: Reporters and the public can register online for free here.
Those who want to learn more about how to improve their financial situation are encouraged to take advantage of the free tools and resources available on the AICPA’s 360 Degrees of Financial Literacy website. The AICPA’s 360 Degrees of Financial Literacy Program is a nation-wide, volunteer grass-roots effort to help Americans develop a better understanding of money management and take control of their financial lives. Connect with 360 Degrees of Financial Literacy on Facebook and Twitter for tips, insights and motivation to keep your finances on track.
