Summitry Tax Planning Webinar – March 17, 2021

Mar 19, 2021


Calendar year 2020 was unprecedented in nearly every aspect of our lives. The CARES Act eliminated RMD requirements for 2020, provided unique options for taking early IRA withdrawals, and created new government-backed funding sources for small businesses. A new administration has a set of fiscal priorities that diverge in many respects from the previous one. These changes have important implications to you as you think about your financial future. We are here to guide you.

Join us for a 1-hour webinar where we will answer questions related to your past, present, and future tax strategies, including:

  • Key issues and client concerns in 2020 and beyond
  • Tax-savvy considerations for your required minimum distributions (RMDs) and capital gains
  • How Summitry’s tax planning helps take the anxiety out of tax season
  • A preview of the key elements of President Biden’s proposed tax plan
  • Questions & answers from the audience

Watch the webinar on-demand by clicking the play button above.


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Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.

Alex Katz

Chief Growth Officer