Believe it or not, 2020 is almost over. With the new year and the upcoming tax season just around the corner, now is the time to think strategically and make year-end money moves before it’s too late. On Tuesday, December 1st, we are holding a webinar to discuss the upcoming tax season, how you can prepare, and strategies that can help reduce your tax liability.

 

 

On December 1st, we held a webinar to discuss the upcoming tax season, how you can prepare, and strategies that can potentially help reduce your tax liability.

Specifically, we covered:

  • What a Biden administration could mean for your year-end tax planning
  • How Senate control may impact tax policy — and what to watch for in Georgia’s Senate runoff elections
  • Why now may be a good time to revisit your long-term tax and estate planning strategy
  • What steps you can take today to potentially lower your 2020 tax burden

ABOUT THE PRESENTER — Bob Stone

One of the original founding Partners at Telemus, Bob works with Telemus members to help them develop financial goals and investment strategies for the near- to long-term. Bob has more than 28 years of experience and has helped members across all life stages weather a variety of market situations.

Bob is a graduate of the University of Michigan. He currently sits on the Board of Directors of the Karmanos Cancer Institute in Detroit, Michigan and on the Board of Directors at the University of Michigan Hillel.

ABOUT THE PRESENTER — Andrew Bass, CPA, CWM, PFS

Andrew Bass has been a member of the Telemus team since its inception in 2005. As the Chief Wealth Officer, Andrew is responsible for all strategic financial and life management services. He works with high-net-worth members to ensure their financial life plans are designed to achieve realistic goals in both the short and long term. With both his B.B.A. and M.B.A. from the University of Michigan, Andrew brings an entire career’s worth of tax and financial services experience to Telemus. Prior to joining the team, Andrew was a real estate developer, worked at BDO Seidman, and was a Partner at Arthur Andersen where he was responsible for managing the tax and financial affairs of both personal and the related business interests of its entrepreneurial client base.

PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. This commentary is a matter of opinion and is for informational purposes only. It is not intended as investment advice and does not address or account for individual investor circumstances. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. The statements contained herein are based solely upon the opinions of Telemus Capital, LLC. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Information was obtained from third party sources, which we believe to be reliable, but not guaranteed.

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