2020 Tax Planning Amid Covid Financial Crisis

As always, a good intro to more info than can be adequately consumed in a sitting. The webinar surely served its purpose.

Thanks Bob for another great presentation. I'm sure A4A membership appreciates the review of the SECURE ACT issues, as well as the CARES Act details, which are still taking shape as the current crisis evolves. Not sure of a suggestion for the next webinar, but early on you mentioned one topic that you would hope to come back and teach. Perhaps that can be pursued. The Roth conversion and insurance discussion is going to be critical particularly if there is drastic changes in Washington. Thank you again.

great, good review. Just many complex strategies

Maybe tries to cover too much for a one hour session.