December 8, 2020 badgercpadev

Year-End Tax Planning Strategies

With Shannon Badger

December 8, 2020

What We’ll Cover

  • CARES Act: Update on Income Tax Provisions
  • Payroll Tax Credits and other payroll tax incentives for 2020
  • PPP Update: Forgiveness, Tax Impact, and Other Considerations
  • Section 163 (j), Business Interest Expense Limitation: An overview of the 2020 final regulations
  • Post-Election Outlook
  • Other Year-end Tax Strategies
  • Creative Giving Strategies

About the Presenter

Shannon Badger
Co-Founder & Partner, Badger

Shannon is a CPA specializing in business profit coaching, accounting systems, and back-office best practices. She co-founded Badger in 2014 with her husband, Jonathan.

Before launching Badger, Shannon graduated from Texas A&M University with a Bachelor of Science in Accounting and a Master of Science in Finance. She began her career at Ernst and Young, gaining experience in budgeting, technical accounting, and risk analysis.

Shannon and her husband have been married for 15 years and are proud parents of Judah, Ethan, Christian, and Sarah.