CE Event for CPAs: Year-End Tax Planning for Individuals and Business Owners

Event Details

Join Brian Hartstein and Andrew Rafal of Bayntree Wealth Advisors as we discuss Year-End Tax Planning for Individuals and Business Owners.

We will cover:

  • Deep dive into pending tax legislation and Secure Act 2.0
  • Pension planning > what to consider and look out for as 2021 comes to a close
  • The future of the backdoor Roth and overall Roth planning
  • Update on Social Security and Medicare
  • How income and income limits impact Medicare
  • What to look out for / important changes in post-Covid (such as deadlines)
  • Important planning items to consider before year-end

Licensed CPA – 1 CPE Credit Hour

Hosted by:
Brian Hartstein, MSFS, CLU®, ChFC®, Bayntree Wealth Advisors
Andrew Rafal, Bayntree Wealth Advisors

Venue

Seasons 52
2502 E. Camelback Rd., Phoenix, AZ 85016

Date

Wednesday - November 17th, 2021

Time

11:30 a.m. to 1:00 p.m.

Map

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