2021 Year-End Tax Planning Strategies

Another super presentation by Bob K. today. There was so much relevant information that it might be something to consider watching a second time. Also like the idea that Bob is up to speed on all the breaking news. It's true that advisors and clients may have to act very quickly and decisively between now and year end, as a repeat of December 2019 SECURE Act is likely to happen (in terms of suddenness of the tax changes). Tax confusion has accelerated exponentially the past few years. Bob makes it clear.

very timely