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February 15 @ 12:30 pm - 2:00 pm ESTFREE
In this webinar, Andrew Zumwalt covers recent tax changes that impact your clients’ finances. Specifically, this webinar addresses the tax implications of the last stimulus check, changes to the Child Tax Credit and Child and Dependent Care Credit, and the deeper interactions of these changes. For example, what happens when a family that received the Advance Child Tax Credits is divorced by the end of the year? How does that get reconciled? (Hint: it isn’t pretty.) Mr. Zumwalt also covers the (normal) changes to contribution limits and income thresholds for retirement accounts like TSPs, IRAs and 401(k)s, as well as increases in other tax-favored accounts for healthcare and education, exemptions from gift and estate tax, tax brackets for ordinary income, and qualified dividends and long-term capital gains.
Presenter: Andrew Zumwalt