Webinar | Year-End Tax Planning
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.
Andrew 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.
