Episode 11: How the Economic Outlook Affects Year-End Decision-Making
After an unprecedented year, many are eager to close the door on 2020, but when it comes to tax plans and investment strategies, preparing for year-end comes with its share of considerations. Financial markets have responded positively since the election and the news about potential COVID-19 vaccines. Nevertheless, a Biden administration may signal changes to the tax laws passed under President Trump.
Our guests Naomi Ganoe of the Private Client Services team and Anna Rathbun, Chief Investment Officer share how individuals and businesses can weigh these pros and cons against their year-end approach, covering topics that include:
- Tax timing considerations for deferrals and accelerations of income
- What vaccine developments could mean for financial markets
- Prospects for estate tax updates
- Developments to monitor in 2021
|Guest: Naomi Ganoe, Managing Director, CBIZ MHM |
Naomi leads the Northeast Ohio region of our Private Client Services practice where she provides solutions to individuals and business leaders on estate, fiduciary, gift, business, and personal tax planning matters. Guest: Anna Rathbun, Chief Investment Officer, Investment Advisory Services
Anna oversees the investment activities of the Investment Advisory Services team through the CBIZ Advisory board.
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