Webinar: Individual Tax & Financial Planning During the COVID-19 Pandemic

In this webinar DeJoy, Knauf & Blood partners with QCI Asset Management to discuss Individual Tax & Financial Planning During the COVID-19 Pandemic.

Agenda topics include:
  • CARES Act Provisions Impacting Retirement Plan Participants & Sponsors
  • Loans, Distributions & Required Minimum Distributions (RMDs)
  • Deferral Options Facing Participants and Sponsors for Employer Retirement Plans
  • Individual Tax Impact and Planning Strategies
  • New York State Decoupling from Pieces of the CARES Act

You can find the recording of Tax & Financial Planning During the COVID-19 Pandemic here.