Managing your taxes efficiently involves a clear understanding of the tax code. To help you prepare for the year ahead, you are invited to join us for our presentation focused on Tax Strategies for 2021.  We will cover 8 main areas

1  HIGHLIGHT TAX RULES INTRODUCED IN 2017

2  ROTH CONVERSIONS FOR 2021

3  HEALTH CARE LAWS AND YOUR TAXES

4  DISTRIBUTION ACTIONS

5  “TAX-SMART” ASSET LOCATION

6  GIFT TAX EXCLUSIONS

7  TREASURY SECURITIES AND TAX-EXEMPT MUNICIPALS

8  GIVING APPRECIATED ASSETS TO CHARITY