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
Brian Hartstein, MSFS, CLU®, ChFC®, Bayntree Wealth Advisors
Andrew Rafal, Bayntree Wealth Advisors
2502 E. Camelback Rd., Phoenix, AZ 85016
Wednesday - November 17th, 2021
11:30 a.m. to 1:00 p.m.