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In this special podcast, Joe Velkos, Tax Trust Director with Key Private Bank, sits down with Senior Financial Planner Tina Myers to discuss 2020 end of year tax and financial planning.

Joe and Tina boil down the complex topic of tax planning into several critical takeaways that will provide flexibility regardless of the potential election outcome or the impact felt by COVID-19.


  • Possible influences from the election outcome (time code 01:20)
  • Individual tax planning including tax-loss harvesting, wash sale rules, charitable planning, and required minimum distribution rules (time code 3:37)
  • A review of estate and wealth transfer best practices with advice geared toward annual gifting strategies, vehicles to take advantage of the lower interest rate environment, and current exemptions (time code 22:37)
  • Mapping out a business tax plan, focused primarily on recommendations to maximize expenses and leveraging QBI deductions (time code 31:07)
  • Tina and Joe's final thoughts and recommendations for next steps (time code 38:40)