On Demand Program

Tax Planning in 2021 and Beyond


Date Aired: Wednesday, February 10, 2021
Runtime: 1:30h

Program Code:


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2020 is behind us, but the only thing certain is that uncertainty will continue to prevail in 2021. With the implementation of the SECURE Act, two major financial relief packages, and an ever-changing economic and political climate, advising clients on how to protect their wealth and minimize their taxes is as important as ever.
Join us for a discussion of recent and proposed changes in the law, some useful tips on how clients can still minimize their 2020 tax liability, and practical tax planning advice and options to guide clients through 2021 and beyond. Topics will include:

  • Personal income tax planning ideas, optimizing charitable deductions, retirement planning opportunities, and leveraging debt and opportunities in a low-interest-rate environment
  • Business tax planning and entity choice considerations, PPP deduction and loan forgiveness issues, maximizing deductions and depreciation, and NOLs
  • Estate and gift tax exemptions and sunset, lifetime gifting strategies, charitable giving vehicles, and timing considerations for implementation

This session was hosted using Zoom.


Luke C. Bean, Esq., Program Co-chair
Rico, Murphy, Diamond & Bean LLP, Natick
Stephen A. Colella, JD, CPA/PFS, MST, AEP, Program Co-chair
Sherri L. Martin, CPA, MST, Panelist
GRASSI, Needham

Sponsoring Sections:

Probate Law Section
Taxation Section

NOTE: This is a previously recorded MBA On Demand product.
When you register, you will receive a link via email to the previously recorded MBA On Demand program and its ePublication. Your member profile will also contain a permanent link to the MBA On Demand version of the program.

System Requirements
Read the On Demand system requirements and view an On Demand product demonstration. If you have questions regarding On Demand products or how to use the software, contact Senior Programs Manager Marc A. D'Antonio, Esq. at (617) 338-0646 or email Marc.

Read System Requirements  Watch On Demand Demonstration

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