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What a year we had in 2020—the most complex year EVER from a tax planning standpoint! Fortunately, the IRS has extended the deadline for filing your individual income and gift tax returns from April 15 to May 17, 2021. They’ve also extended the time to make 2020 contributions to your IRAs, Health Savings Accounts (HSAs), and Coverdell education savings accounts.

Learn how to cut your 2020 and 2021 taxes using the record-breaking number of tax changes during the past year by joining The McGill Advisory Editor John McGill and Wes Lyon, CPA, CFP^® for our webcast recorded on May 10, 2021—available complimentary for members! Highlights include:

• How to make the most of COVID-19 funds and other COVID-19 tax breaks
• Why you should consider filing for an additional extension
• How to properly pay for and deduct family health insurance premiums
• Navigating the Employee Retention Credit
• Reducing your taxes using Section 139, Section 199A, Section 179 Expensing Election, and Section 41
• More tax saving strategies through business automobile write-offs, retirement plan funding, and education tax credits
• PLUS—5 strategies to beat the $10,000 limit on state and local tax deductions, and much more!

John K. McGill

CPA, MBA, JD

John is a nationally prominent tax attorney and CPA who has specialized in dealing exclusively with the dental profession for more than 30 years. He is President of John K. McGill & Company, Inc., Editor of The McGill Advisory newsletter and shareholder in the law firm of McGill and Hassan, P.A. He graduated with honors from Erskine College and holds both a Master of Business Administration and law degree from the University of North Carolina at Chapel Hill. He formerly worked with the Office of Chief Counsel, the legal branch of the Internal Revenue Service, in Washington, DC. He is a member of the American Bar Association and the American Institute of Certified Public Accountants.

Wesley W. Lyon, II

CPA, CFP®

Wes is President and CEO of McGill and Lyon Dental Advisors, specializing in helping dentists and specialists nationwide. He's is a graduate of Virginia Tech and holds degrees in both accounting and finance. He has obtained his Certified Public Accountant Certificate as well as his Certified Financial Planner™ certificate. Prior to joining the group, Mr. Lyon worked for a global asset management firm. Before relocating to Charlotte, he served as a financial planner and business advisor to high net-worth individuals in the Washington, D.C. metro area.