We use cookies to improve your experience and optimize user-friendliness. Read our cookie policy for more information on the cookies we use and how to delete or block them. To continue browsing our site, please click accept.

On-Demand Webinar: Year-End Planning Steps and Considerations for Success in 2021

View Webinar

Listen in as Withum’s tax experts provide a timely overview on year-end tax planning, including considerations for the effects of COVID-19 and the anticipated tax reform.

Learn what steps you can take now to set your company up for success in 2021.

During the session, we cover the most up-to-date details on the following:

  • Review recent proposals for tax reform
  • Explore practical steps individuals and businesses can take in response to tax reform
  • Discuss year-end tax planning strategies for individuals and businesses:
    • Income Taxes
    • Estate & Gift Taxes
    • International Taxes


  • Daniel Mayo, JD, LLM, Principal, National Lead, Federal Tax Policy
  • Kimberlee Phelan, CPA, MBA, Partner, Market Leader, International Services
  • Hal Terr, CPA, PFS, CFP®, AEP®, Partner, Lead, Private Client Services
  • Jim Bartek, CPA, Partner, Market Leader, State and Local Tax Services
  • Jeremias Ramos, CPA, Lead, National Tax Services

View Slide Deck

Previous Post
Next Post

Get news updates and event information from Withum