Webinar Replay

This session featured an in-depth review of a checklist developed by leading CPA financial planners to compare a client’s 1040 side-by-side to identify key issues and planning needs for your tax clients. The tax issues brought about by the CARES Act and extensions will also be reviewed. These includes stimulus checks and income limits, Employee Retention Credits, changes to net operating losses and business interest deductions, the handling of retirement distributions and plan loans and much more.