January CPE Meeting

January 20, 2021
11:30 AM - 12:30 PM
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Attendees will be sent a zoom link and pass code upon registration


Course title: Jumpstart Your Tax Year

Field of Study: Tax

Description:  2020 saw changes that directly impact tax planning and filing.  The passing of the CARES and SECURES Acts and other changes necessitate a discussion and review of how they will affect the unique 2020 filing year as well as tax planning strategies going forward with attention paid to the impact on The Tax Cuts and Jobs Act of 2017.

Learning objectives: In this interactive discussion with Dee Ayles, Jennifer Kohlbacher, Charlie Nieman and Julie Smith from Mariner Wealth Advisors, we will focus on the following topics:

  • Tax Law Changes
  • 2020 Tax Considerations
  • 2021 Planning
  • Integration of financial wealth and tax


$10.00 Members

$20.00 Non-Members