Year-End Tax Planning Updates and Strategies [On-Demand Webinar]

In this hour-long recorded webinar, hear from Kelli Peterson and Dominick Parillo as they recap the proposed and enacted legislative changes made in 2021, and provide you with some optimal year-end planning strategies to help better prepare you for the upcoming tax season.

Editor’s Note: When discussing HSA contributions, Kelli mentioned that those age 65+ would not be eligible to make contributions. This is generally the case, as most people sign up for Part A Medicare (hospital insurance) at no cost when they first turn 65. Medicare Part A is considered “other coverage” and therefore disqualifies most from contributing to an HSA. Each person’s facts and circumstances are unique, and this may not apply to you; however, generally speaking, most people do sign up for Medicare Part A at age 65, to avoid potential future penalties for missing the deadline to apply later on.