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Lavellefinn
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Top Year-End Tax & Financial Planning Tips

TOP YEAR-END TAX & FINANCIAL PLANNING TIPS

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 30, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

The Tax Cuts and Jobs Act (“TCJA”) has changed the year-end tax planning landscape.  Learn some of the top tips to discuss with your clients now to help shape and reduce their 2019 tax burden.

Learning Objectives:


  • Understand when to defer or accelerate – which makes the most sense for income and/or deductions in 2019?

  • Discuss how retirement plans factor into a client's year end tax and financial planning.

  • Explain charitable gift opportunities including donor advised funds and qualified charitable rollover.

  • Consider strategies for small business clients including Section 199A planning options.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Martin Finn

Lavelle & Finn LLP
Founding Partner
marty@lavelleandfinn.com
(518) 869-6227

Lavellefinn

Martin S. Finn, an attorney, and certified public accountant is a founding partner of the law firm of Lavelle & Finn, LLP. Mr. Finn counsels clients on estate, financial, tax, business, and elder law issues including personal and corporate tax planning, business counseling, structuring of business transactions, estate administration, and estate and business succession planning.

Mr. Finn earned a B.B.A. from Siena College (1980), a J.D. from Albany Law School (1983), an LL.M. in Taxation from New York University (1989), is an AICPA-credentialed Personal Financial Specialist (2016), and is a National Association of Estate Planners & Councils Estate Planning Hall of Fame® Accredited Estate Planner® (Distinguished) Nominee (2019). He is a member of the American, New York State, Albany County, and Schenectady County Bar Associations; the American Institute of Certified Public Accountants; the National Academy of Elder Law Attorneys, Inc.; and the New York State Society of Certified Public Accountants.

Mr. Finn is a frequent lecturer and, with law partner John H. Lavelle, is a co-author of Cents & Sensibility: The Practical Guide to Money & Aging (iUniverse, 2006), and Estate Planning Techniques for Mid-Sized Estates (PESI, 2005).

Mr. Finn is Chair of the AICPA Conference on Tax Strategies for the High-Income Individual; Chair of the AICPA Sophisticated Tax Conference; Financial Officer of the Elder Law and Special Needs Section of the New York State Bar Association; Past Chair of the Board of Directors of the Capital Region Chamber Foundation; Chair of the Supervisory Committee and member of the Board of Managers of CAP COM Federal Credit Union; Member of the Board of Directors of The Schenectady County Community College Foundation; and Former Schenectady County Legislator (District 3), 2008-2013.

He is also an Adjunct Professor at Schenectady County Community College and past Adjunct Professor at Siena College, Albany Law School, and the University at Albany.

Mr. Finn is the 2005 recipient of the Fr. Benjamin Kuhn Award for his contribution to Siena College, the 2001 recipient of the Schenectady County Bar Association’s Lawyer in Service to the Community Award and the 1998 recipient of Professional Education System, Inc.’s Excellence in Education Award

About Our Sponsor

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Founded in 1975, Microsoft (Nasdaq “MSFT”) is the worldwide leader in software, services, devices and solutions that help people and businesses realize their full potential.