Year-End Tax Insights Webinar for Individuals

Did you miss our live session? You can now access the recording of our Year-End Tax Insights Webinar, where our tax experts provide critical updates and actionable strategies to help you optimize your tax position before the year ends.

What You'll Learn:

  • Sunsetting Tax Provisions: How expiring tax changes will affect your tax return.
  • Current Tax Landscape: Insights on the post-election tax environment and its impact.
  • SECURE 2.0: New retirement provisions and how they can benefit you.
  • Trust & Estate Planning: Key strategies for managing expiring provisions and exemptions.
  • Gift Tax Considerations: Maximizing tax benefits through trusts, 529 plans, and education credits.
  • Market Update: How current market conditions affect your tax strategy.
  • Year-End Planning Guide: Practical tips for optimizing your tax position before the year ends.

Access our On-Demand Recording