Tax Planning in 2021: What You Need to Know Now

Monday, March 29, 2021 11:00 a.m. (Eastern Time)

 

A virtual panel discussion featuring:

Floyd A. Trouten, III '80, Director, Barnes Wendling, CPAs, Inc. and BW Trustee
Michael A. Walczak, Director of Trusts and Estates, BW

Moderated by:

Patrick J. Dunlavy '71, VP of Philanthropy and Alumni Engagement, BW

The Covid-19 Pandemic brought about programs such as the CARES Act and the SECURE Act which can significantly impact your tax status. Join us for a panel discussion with industry experts to learn how you can take advantage of changes in tax status to help you strategize for your 2021 tax planning.

This exclusive virtual event is an opportunity to connect with experts in the financial sector who will provide an overview of tax changes in 2021 that can benefit you, your family and the organizations you care about.

**Online registration has closed for this event. Please email Kim Gardner '08 at kgardner@bw.edu for a Zoom link to the event.**

Still getting comfortable with virtual meetings? Here is a helpful Zoom tutorial to get you up to speed, hosted by our own Philanthropy & Alumni Engagement intern, Amanda Pacanovsky '21. 

Questions? Please contact Mike Walczak at mwalczak@bw.edu or (440) 826-3558.