Have you started planning for your 2021 taxes? The experts at Kassouf will shared details to help you prepare during our Year-end Tax Planning Webinar on Thursday, August 26 from 9:30 to 11:30 a.m.
This webinar focused on individual tax planning and was eligible for 2.2 hours of CPE – Tax.
About the Speakers
Director Jimmy Beall, CPA, will provide insight on individual tax planning as it relates to estate planning and administration. Jimmy provides accounting, tax, and estate planning and administration services to clients. His areas of specialty include pre- and post-planning for individuals in passing assets to the next generation.
Director Joel Jones, CPA, will discuss tax planning updates and important steps for individuals. Joel provides tax and consulting services to businesses and individuals operating in wholesale distribution, retail, real estate development, professional services, and investments. He specializes in family-owned businesses and related estate planning, partnership and corporate taxation, and not for profits.
Principal and Financial Planner Michelle Pike, CFP®, AEP®, will offer her expertise on financial planning as it relates to year-end tax planning. Michelle specializes in personal financial planning, including education planning, insurance planning, investments, retirement planning, and estate planning.