Financial, Estate, and Tax Planning Opportunities During the COVID-19 Pandemic

Businesses and individuals should take advantage of numerous financial and tax planning opportunities available during the COVID-19 pandemic.

During our pre-recorded webinar, our experienced team of tax professionals will cover critical strategies you can use to maximize your money, including:

• Reducing your overall tax liability
• Retirement savings and investment planning
• Estate planning and gift tax exemptions
• Repositioning your investment portfolio
• Health savings accounts
• Stock options: compensation planning
• Charitable contributions

Panelists:

An experienced panel of Chugh CPAs, LLP professionals will share their insights, including:

• Subhash Desai: Senior Partner
• Komal Kabra: CPA
• Shailesh Patel: Executive Director
• Jiaguang “Jay” Zhu: CPA