Financial Services has been saved
Navigating what’s next
Nearing the end of 2020, investment managers should reflect on lessons learned from dramatic market movements, unprecedented government stimulus, and a presidential election cycle – all of which created uncertainty. What are critical areas to look at and what approaches should be considered for both finalizing tax year 2020 and beginning tax year 2021 planning? Participants will review some of the most critical tax areas requiring their attention.