Proactive Tax Planning During COVID -19

Proactive Tax Planning During COVID -19

The Intersections of Wealth

09/09/2020 7:21PM

Episode Synopsis "Proactive Tax Planning During COVID -19"

The importance of proactive tax planning for small and medium-sized businesses should be top of mind at any time. This is even more evident during a global pandemic. In our latest Community Spotlight, Elke Rubach LLB LLM CFP CLU FEA has a conversation with Shawn Rosenzweig, Partner SBLR LLP. Together, they discuss how COVID-19 may have affected existing tax plans and the importance of having a team of experts to help you navigate this challenging time. Now is the ideal time to review your current plan and look for opportunities to minimize your taxes.

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