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2020 Year-End Planning Webinar

November 12, 2020

Frank Corrado, Frankie Corrado and Kevin Talty sit down and discuss year end planning strategies regarding :

  • Defer, reduce or accelerate taxable income
  • Defer, reduce or accelerate tax deductions
  • How to leverage the low interest rate environment
  • Implications of the SECURE Act and CARES Act
  • Considerations for the charitably inclined
  • Estate planning opportunities

Listen to their discussion below.

Award-Winning Financial Advising

Robertson Stephens paid no fee to obtain recognition but has paid licensing fees to reference its appearances on the Newsweek, USA Today, and FA Magazine rankings lists. See Awards Disclosures

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