What's New in Taxes for 2021

  • 27 Jan 2025
  • Purchase Until

Registration


Register

This informative annual webinar is back and will give you an overview of what is new and exciting in the world of taxes for the 2021 tax season. Some of the topics that will be covered include:

  • Annual adjustments in tax rules and thresholds
  • Tax impact of 2020 Stimulus Payments
  • Tax impact of CARES Act including: above the line charitable contributions, and relaxed retirement account rules.

This session eligible for 1 credit hour of Payroll, Finance, Bookkeeping and Bill Paying toward CDMM® recertification.

Intended Audience: Daily Money Managers who assist clients with tax organizer completion. Anyone wanting a quick overview of the tax law changes that may affect you or your clients. This is NOT for DMMs who may prepare tax returns.


Presenter: Alisa Carini

Alisa Carini is a San Diego based CPA with over 25 years of experience in the individual income tax arena, having worked with two of the Big 4 accounting firms prior to becoming a Daily Money Manager. Alisa has been a Daily Money Manager since 2014. Alisa provides daily money management services to fiduciaries and high net worth individuals and families and bookkeeping services to small businesses.

Note: Registration is for one entrant. Any other individuals who would like to join this session are required to complete their own registration forms. The registration fee is set per person, not per connection.

Confirmation: Registrants will be notified by email.

Questions: Email AADMM Registration Office registration@aadmm.com.