We hope you will join us on January 26th for our first Education meeting of 2021!.
We have two great speakers lined up to deliver presentations that are both timely and informative.
AGENDA
10:00-11:00 a.m.
"Market Outlook 2021"
Economic and Capital Market Conversation
Speaker:
- Sean Clark, CFA and Chief Investment Officer, Clark Capital Management
After experiencing months of economic volatility as a result of the global pandemic, many investors are left wondering-
where do we go from here? Join Chief Investment Officer Sean Clark for Clark Capital's Annual Market Outlook to hear
insights on navigating the year ahead.
NOTE: One hour of CFP® CE Credit Approved and one hour of PA Insurance CE Credit pending approval at this time.
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11:15am-12:15 p.m.
"Top Ten Year-End Tips and Tactics in a Time of Tax Uncertainty"
Panelists:
- Stacy A. Weller, CPA, Sr. Manager, Tax Department, Herbein & Company
- David E. Peritz, Senior Manager, Herbein & Company
- Michael J. Hermes, CPA, Manager, Herbein & Company
Many business and personal decisions are based on one key issue: taxes. This session will provide insight into moves
attendees should consider as they head into a year of tax uncertainty.
The panel will discuss how new tax legislation may impact tax planning for corporations and individuals - and cover
potential tax-saving opportunities that may have been previously overlooked.
The Paycheck Protection Program (PPP) stands to make a significant impact on corporate taxation for 2020.
Our panel will discuss the deductibility of payroll, rent, interest, and utility costs if attendees used PPP funds -
since companies may have an unanticipated taxable event, planning is critical.
NOTE: One hour of CFP® CE Credit Approved and one hour of PA Insurance CE Credit pending approval at this time.