2020-2021 Tax Planning and the Implications of Recent Tax Law Changes
ABOUT THE PRESENTATION
There have been three significant tax bills that have been passed between December 2019 through the end of 2020. These tax bills include the SECURE Act, CARES Act and the recent coronavirus relief bill, the Consolidated Appropriations Act. We will discuss these tax law changes and planning items as the 2020 tax filing season begins and planning into 2021.
ABOUT THE SPEAKER
Rachel Votto is the Tax Partner-in-charge at BDG-CPAs. She has been with the firm for over 20 years and is partner-in-charge of all tax services. Rachel provides comprehensive financial planning to executives and high net worth individuals, including estate planning and working with income tax planning with trusts. She also serves many corporate and partnership clients including closely held businesses to multinational corporations with experience on acquisitions, reorganizations, international, multigenerational planning, multistate structures and complex tax planning strategies to assist clients in maximizing tax savings. She is a member and past president of the Estate Planning Council of Bergen County. She is currently a board member of Family Promise of Bergen County and the NAEPC. She has made various presentations on new tax legislation and other tax topics. Rachel graduated from Villanova University and also holds a Master’s Degree in taxation from Pace University.