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EVENT DETAILS


XPX Chicago: Year-End Tax Planning

  • November 10, 2020
  • 11:50 AM - 1:00 PM (CST)
  • Virtual - (Lunch and Learn) Connection details sent upon registration.

Registration

  • Member invitation only. Chicago member or owner guest must contact angie@exitplanningexchange.com for registration code. MEMBER REFERRAL NAME IS REQUIRED.

Register

The final quarter of the year presents last minute opportunities for tax planning.

We will focus on a few areas:

  • Purchase and expensing of equipment to be in service before year end.
  • Election to be a cash basis taxpayer.
  • Adoption of new or improved qualified retirement plans.
  • Employment of children in the business to reduce taxes and take advantage of the ROTH IRA.
  • How does PPP Loan forgiveness come into play.
  • Other year end items
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