Citrin Cooperman recently hosted an interactive discussion for businesses and individuals to consider year-end tax planning strategies. John Finnerty and Sara Bray led the discussion highlighting the following:

• An overview of the recent tax law changes that are impacting businesses and individuals
• The tax elements of the Secure Act
• Future tax considerations for business leadership, including the Tax Cuts and Job Act (TCJA) elements that are sunsetting

View the presentation here: