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WEBINAR: 20 Year End Financial Planning and Tax Tips For 2020

Are you nervous about your retirement distributions? Are you nervous about your income tax bracket?

With the year coming to a close, now is the time to focus on the complex task of tax planning – particularly in light of the economic challenges associated with COVID-19 and tax changes associated with the 2020 presidential election.

Debra will guide all participants through the tax strategies they should be thinking about before 2021.

Here’s what you’ll learn:
1. Understand the changes to the income tax brackets as well as the standard deductions for 2020
2. Impact of 2020 tax legislation on planning
3. Find out how the election will give us some cues as to potential economic policy and tax changes in the next administration
4. Popular tax deductions for 2020 (Can you deduct your new home office that you set up during the pandemic?)
5. Sneak peak at potential post-election tax changes and how they may impact your 2020 planning

Join us to learn some common strategies that can help leave more wealth for you and for your heirs.


Please stay tuned for upcoming events and workshops!

Workshop Details

10 Financial Strategies for Every Woman: 90% of Women will be managing their own finances at some point in their life. Women often have the best of intentions in managing their wealth, but often put themselves last.  That’s why every woman should have a plan! Join Debra Taylor as she discusses 10 Financial Strategies all women can benefit from.

20 For 2020: Financial Planning, Investment and Tax Tips to Make the Most of the New Year: The markets are always changing. Tax laws are constantly changing.  Attend this workshop to learn 20 financial planning, investment and tax tips for the new year. Debra Taylor will provide actionable items to help improve your portfolio and help save you money on taxes.

7 Financial Principles for a Happy and Fulfilling Retirement: You have waited your entire life to retire. The decisions you make leading up to and in retirement can have a negative effect on your financial well-being, if you don’t understand all options available. Join Debra Taylor for an insightful workshop on how to help make the most of your retirement and help you work towards living the life of your dreams!

8 Things to Know to Help Avoid the Retirement Tax Time Bomb and Help Keep More of Your Money in Retirement: When you’re building your distribution plan, it is crucial to include tax strategies that will help protect the money you worked so hard to save.Join Debra Taylor as she provides knowledge to equip you with the most  up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all.

529 College Plans – 10 Ways to Help Save Money and Send Your Child to College: The 18-year clock starts ticking the moment your child is born. Yet many aren’t preparing. Just 56% of parents are actively saving for their child’s education.  Join Debra Taylor as she discusses the best ways to make the most of your investments and how a 529 College Savings Plan will help work toward your goals.

The ABC’s of Investing: 7 Tips on How to Invest with Success: Are you nervous about the markets? Do you have money sitting in your bank account? If there’s one thing that differentiates a savvy investor from one who’s just winging it, it’s the ability to balance reward vs. risk.  Join Debra Taylor as she guides you through the ins and outs of today’s markets and helps you make the most of your money!

Ready, Set, Retire!  10 Financial Tips for Making the Most of Your Retirement: You have spent a lifetime accumulating money for your retirement. You’ve saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream and these decisions could have lasting repercussions.  The rules are different when you retire and you only have one chance to get it right! Join Debra Taylor for an insightful workshop on how to make the most of your retirement and avoid the retirement tax time bomb!

**Send any questions to or call (201) 891-1130**


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