2021 Year-End Tax Planning Webinar Series

11/17/2021

As another taxing (no pun intended) year comes to an end, business owners and individuals are seeking opportunities to maximize their savings through year-end tax planning. There are many beneficial strategies out there to position oneself for success in the new year and the tax experts at Saltmarsh are here to provide clarity and guide you through the endless complexities of 2021 year-end tax planning.

Our multi-part series presented by Suzanne Cox, CPA, CIT and Michael Cole, JD, MSPA consists of quick tax tip webinars, each no more than 45-minutes long so it can easily fit into your schedule. Join individual segments based on your interest or register for the entire series:

The Oldies but Goodies of Year-End Tax Planning

Business owners are seeking opportunities to maximize their savings through year-end tax planning. With a slew of changes to consider, there are several ‘tried-and-true’ strategies that still apply and remain valuable for businesses to consider. Watch recording.

Year-End Tax Planning Strategies to Use Right Now

You know the ‘tried-and-true’ tax strategies that are beneficial to business owners, but do you know exactly what you should be doing now for year-end tax planning? There are many strategies and planning methods on the table that one can be using right now to reduce penalties and maximize available funds. Watch recording.

Year-End Tax Planning for Individuals

This webinar will highlight tax planning strategies for individuals, providing insight to help you navigate the best path for you and your family regarding deductions and exemptions for the upcoming year. We’ll feature perspectives from our in-house team of fiduciaries at Saltmarsh Financial Advisors, LLC as they share considerations for investments and related impacts to estates, trusts and retirement planning. Watch recording.