Amid the COVID-19 pandemic, tax and financial planners have been left with a whole lot to consider this year.
Between Paycheck Protection Program (PPP) second-draw loans, new safe harbors, the employee retention tax credit, Flexible Spending Account (FSA) rollovers, the return of required minimum distributions and the end of COVID-19 hardship loans, it can be difficult for most people to keep up with it all.
To help advisors prepare for the 2021 tax season and better grasp how certain policies may affect clients and their retirement plans by the rapidly approaching tax filing date (April 15), tax experts Robert Bloink and William H. Byrnes will speak from 2 to 3 p.m. Eastern time, Wednesday, Feb. 17, about the biggest tax implications of recent tax changes.