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Tax Planning in 2020

Tue, November 17 @ 6:00 pm - 7:00 pm EST

Chris Eck, CPA, and Karl Mergenthaler, CFA, will provide specific, actionable ways to prepare for the tax season.  The COVID-19 pandemic, along with financial market volatility and massive government response, has changed the landscape for investing and building wealth.  The SECURE Act and other government actions created challenges and opportunities for creative tax planning in 2020.

This is a virtual event, please register

Chris Eck is a Certified Public Accountant (CPA) at Berkow Schechter & Co., LLC. He received his Bachelors in Chris EckAccounting from Sacred Heart University. Chris is also a Certified Forensic Accountant (CrFA) and works on both the audit and tax sides of the practice. Chris works with individuals, small to mid sized corporations and partnerships, startups, trusts, estate and non-profits helping with tax planning, tax prep, IRS defense support and audit and accounting services.

K. MergenthalerKarl Mergenthaler, CFA, CFP is a financial advisor in the Westport office of Morgan Stanley. Karl holds an MBA from Columbia Business School, where he is currently an Adjunct Professor.  Karl has earned the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.

Details

Date:
Tue, November 17
Time:
6:00 pm - 7:00 pm EST
Event Categories:
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Venue

The Westport Library
20 Jesup Road
Westport, CT 06880 United States
20 Jesup Road
Westport, CT 06880
203.291.4800

Library Hours

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9AM – 9PM
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9AM – 5PM
1PM-5PM

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