9 2020

JCF Access to Insight: End of Year Planning

12:00PM - 1:00PM  

Zoom 4950 Murphy Canyon Road
San Diego, CA 92123

Contact Mara Hochberg-Miller

$ Cost $ 0.00

2020 Has Been a Hard Year - But a Smart Plan Now May Help You in 2021 and Beyond

No-one will forget 2020, but one silver lining is the ability to reduce your tax burden and get ahead for the future - if you plan before year end. Learn from esteemed financial, estate planning, and charitable experts about:
• The CARES Act and its unique tax opportunities
• Estate Plans - refreshing (or creating) yours to reflect the current environment
• Qualified Charitable Deduction changes in 2020
• Whether 2020 is the year to consider a Donor Advised Fund, a Roth IRA conversion, or whether "bunching" or "bundling" giving strategies give you a tax advantage

Featured experts include Sheryl Rowling and Juan Aguilar of Rowling & Associates, Daniel Wilson of Robinson & Wilson, ALC, and Sharleen Wollach of Jewish Community Foundation of San Diego.

Sponsor: Jewish Community Foundation