Tax Update 2021


Session 1

Tax Update

Presenters: Helene Downs, David Harris
Description: The session provides a review of tax changes that you will see this year.


Session 2


Presenters: Amber Canody, Mark McCutcheon


Session 3

Retirement Plan Basics from A to Z

Presenters: Quinton Knott, Savannah Pullen, and Keron Villalon

Session 4

Real Estate

Presenters: Jim Hutcherson, Lawrence J. Martin, Kevin Keller, and Robin Swink

Exploring the World of Tax Credits

Presenters: Christine Lindsay and Kendra Stribling

Pass-Through Basics

Presenter: Josh Reifel

Session 5

Tax for Auditors

Presenters: Monte Glanzer and Matt Hale

International Update

Presenters: Carrie Dugan Brubaker and Fay Paurillo

Grantor Trusts

Presenter: Celia Lankford

Session 6

Tax Speculation

Presenter: Chris Brubaker

Nonprofit Tax Considerations

Presenter: Rich Busofsky and Brian Garrison

Business Valuation for Tax

Presenter: Scott Bundy and Will Dagli


Disclaimer of Liability: Our firm provides the information in this Tax Update for general guidance only, and the content does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisors. Before making any decision or taking any action, you should consult a professional advisor who has been provided with all pertinent facts relevant to your particular situation. Content on this page is not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided “as is,” with no assurance or guarantee of completeness, accuracy, or timeliness of the information and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.