Free Webcast to Focus on Year-End Financial Moves for Americans

The COVID-19 pandemic has had a tremendous impact on every area of American life, from work and leisure to parenting and community involvement. It has caused unprecedented economic uncertainty, stock market volatility and sweeping new laws that underscore the need for ongoing planning.

To empower Americans with information and strategies to help them reach their financial goals, the AICPA is offering a free consumer webcast this Wednesday, October 21st from 1:00 to 2:00 PM ET. The webcast features CPA financial planner Jeffrey Levine, CPA/PFS talking through important year-end planning considerations for your retirement, investments, insurance, estate, and taxes in simple, easy-to-understand terms.

Year-end financial planning in a normal year can be difficult. This year, there are added complexities brought about by a pandemic and a Presidential election. With many pandemic-related relief programs expiring, changes in Congress on the horizon and the potential for a new administration in 2021, it is especially important to be aware of the year-end planning moves currently available to Americans to help them secure their financial future.

In this straightforward webcast, listeners will learn:

How the results of the 2020 election could impact year-end planning strategies
What pandemic-related deadlines are upon us as 2020 comes to an end
How to maximize contributions to tax-favored plans including: 401(k)s, IRAs, & HSAs
How to double-check estimated taxes/withholdings

WHAT: Year-End Financial Planning in Plain English

WHO: Jeffrey Levine, CPA/PFS, Director of Advanced Planning for Buckingham Wealth Partners

WHEN: Wednesday, October 21st, 2020, 1:00 – 2:00 PM ET

HOW: Reporters and the public can register online for free here.

Those who want to learn more about how to improve their financial situation are encouraged to take advantage of the free tools and resources available on the AICPA’s 360 Degrees of Financial Literacy website. The AICPA’s 360 Degrees of Financial Literacy Program is a nation-wide, volunteer grass-roots effort to help Americans develop a better understanding of money management and take control of their financial lives. Connect with 360 Degrees of Financial Literacy on Facebook and Twitter for tips, insights and motivation to keep your finances on track.

About the American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 431,000 members in the United States and worldwide, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting. The AICPA sets ethical standards for its members and U.S. auditing standards for private companies, nonprofit organizations, and federal, state and local governments. It develops and grades the Uniform CPA Examination, offers specialized credentials, builds the pipeline of future talent and drives professional competency development to advance the vitality, relevance and quality of the profession.

About the Association of International Certified Professional Accountants

The Association of International Certified Professional Accountants (the Association) is the most influential body of professional accountants, combining the strengths of the American Institute of CPAs (AICPA) and The Chartered Institute of Management Accountants (CIMA) to power trust, opportunity and prosperity for people, businesses and economies worldwide. It represents 650,000 members and students across 179 countries and territories in public and management accounting, and advocates for the public interest and business sustainability on current and emerging issues. With broad reach, rigor and resources, the Association advances the reputation, employability and quality of CPAs, CGMAs and accounting and finance professionals globally.