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March 9, 2021 @ 11:00 am - 12:30 pm ESTFree
This event covers recent tax changes that impact your client’s finances. Specifically, this webinar addresses the tax implications of stimulus checks, unemployment, the increase to standard deductions, changes to key provisions for popular tax credits, contribution limits and income thresholds for retirement accounts like IRAs and 401(k)s, increases in other tax-favored accounts for healthcare and education, and exemptions from gift and estate tax, tax brackets for ordinary income, as well as qualified dividends and long-term capital gains.
Notably, for the military audience, this webinar covers the Old Age, Survivors, and Disability Insurance program (OADSI) tax withholding and a comprehensive overview of the resources and services available to military families through MilTax, the only tax preparation and filing software provided by the Department of Defense designed exclusively for the military community from Military OneSource.
Presenters: Kelly Smith and Andrew Zumwalt