FINANCIAL, ESTATE, AND TAX PLANNING OPPORTUNITIES DURING THE COVID-19 PANDEMIC


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

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