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2021 Tax Updates

Tue March 9th: 11:00 am-12:30 pm EST

Free

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About This Webinar:

This event covers recent tax changes that impact your client’s finances. Specifically, this webinar addresses the tax implications of stimulus checks, unemployment, the increase to standard deductions, changes to key provisions for popular tax credits, contribution limits and income thresholds for retirement accounts like IRAs and 401(k)s,  increases in other tax-favored accounts for healthcare and education, and exemptions from gift and estate tax, tax brackets for ordinary income, as well as qualified dividends and long-term capital gains.

Notably, for the military audience, this webinar covers the Old Age, Survivors, and Disability Insurance program (OADSI) tax withholding and a comprehensive overview of the resources and services available to military families through MilTax,  the only tax preparation and filing software provided by the Department of Defense designed exclusively for the military community from Military OneSource.

Presenters

Kelly Smith, program analyst, Military Community Support Programs directorate within the Office of the Deputy Assistant Secretary of Defense for Military Community and Family Policy

Kelly is a clinical social worker. She serves on the Outreach and Engagement team for the Military OneSource, the Military and Family Life Counseling (MFLC) program, and the Spouse Education and Career Opportunities (SECO) program, where she is responsible for program communications and outreach activities.

Andrew Zumwalt, Associate Extension Professor, Associate State Specialist, & Co-Director of the Center for Economic Education, University of Missouri.

Andrew has been instrumental in founding and growing the Missouri Taxpayer Education Initiative, a program that uses “Taxpayer Assistance as a Gateway to Financial Education”. Over the past six years, more than 20,000 returns have been prepared at MoTax sites and more than $20 million has been refunded; a large portion of these returns have been prepared by students in the class Andrew teaches–Personal Financial Planning 4188: Community Agencies and Volunteerism. Andrew serves as campus support for the state network of Family Financial Education Specialists. He also serves on the board of the local student-managed credit union, Tigers Credit Union.

Continuing Education (CE) Credit

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