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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.


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


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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