American Association of Daily Money Managers

What’s New in Taxes for 2020



1 Credit hour to Payroll, Finance, Bookkeeping and Bill Paying
Webinar date: Thursday, January 30, 2020 at 7 p.m. Eastern

This informative annual webinar is back and will give you an overview of what is new and exciting in the world of taxes for the 2020 tax season.

Some of the topics that will be covered include:

  • New streamlined supplemental schedules
  • Change in standard deduction and tax rates
  • The Insurance penalty is gone…or is it?
  • Change in medical expense deduction
  • Retirement plan contribution limits

Presenter: Alisa Carini, CPA
Alisa Carini is a San Diego based CPA with over 25 years of experience in the individual income tax arena, having worked with two of the Big 4 accounting firms prior to becoming a Daily Money Manager. Alisa has been a Daily Money Manager since 2014 and is a member of the AADMM board of directors. Alisa provides daily money management services to fiduciaries and high net worth individuals and families and bookkeeping services to small businesses.

Registration: The deadline to register is January 23, 2020. Register online or complete the PDF registration form and mail, email or fax to: AADMM Registration Office, 174 Crestview Drive, Bellefonte, PA 16823, Email: registration@aadmm.com, Fax: 814-355-2452.

Note: Registration is for one entrant. Any other individuals who would like to join this session are required to complete their own registration forms. The registration fee is set per person, not per connection.

Confirmation: Registrants will be notified on how to participate in a follow up email.

Click here to download the registration

The information presented here is not intended to substitute for legal, accounting, tax or other professional advice. Probate and contract law varies form state to state. All members are advised to obtain advice from professionals in his/her own state. Any information and reference materials recommended by other members should not be relied upon as being comprehensive or error free. Any legal documents shared by members should be reviewed by an attorney in the member's home state.
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