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With 2020 coming to an end, we can now collectively look back at the tax highlights of the year. This program will give a quick review of the speaker’s sense of the 40 most important tax developments in the last 12 months (including a few that are quite humorous). Developments will be selected from those affecting individuals, retirement and estate plans, businesses, and procedure. They will include new laws, regulations, cases, and rulings.
Learning Objectives:
- Identify the most important tax developments of 2020
- Recall information that will assist in 2020 tax return preparation
- Identify tax planning strategies that will help your clients
David De Jong, CPA
Stein Sperling Bennett De Jong Driscoll PC
Principal
[email protected]
(301) 340-2020
As chair of the firm’s tax practice group, David helps businesses and individuals with a broad range of tax planning and controversy matters, estate planning, business transactions, and valuations. A CPA with a Master of Laws in Taxation from Georgetown University Law Center, he is accredited in estate planning by the National Association of Estate Planners and Councils and in business valuation by both the American Institute of Certified Public Accountants and the National Association of Certified Valuators and Analysts. With over 35 years of experience, David brings a high level of expertise, sound judgment, and personal attention to help solve his clients’ tax, estate, and business matters.
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