Post-Election Estate Planning and Tax Mitigation Strategies

Presentations | Marnette Myers | Nov 19, 2020

The outcome of the November 2020 election will likely prompt wealthy individuals and families to identify, assess and mitigate potential legal and tax risks when it comes to their personal tax and estate planning. Join Prager Metis and McCandlish Lillard for a webinar that will assist wealthy clients and their advisors in assessing potential tax law changes and discuss mitigation strategies, including the possibility of retroactive tax legislation to January 1, 2021. Click here to watch the recording:

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Top Ten Year-End Tax Planning Checklist

As the year draws to a close, taking proactive steps in your financial planning can significantly impact your tax liability. This checklist provides a guide to key strategies that individuals can consider before the end of the year to potentially decrease their income tax. By strategically managing income, deductions, and investments, you can optimize your tax situation and position yourself for a more tax-efficient financial future.

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