Year-End Tax Insights Webinar: Individual Tax Edition

Prepare for Year-End Tax Planning

Join us for an essential Year-End Tax Insights Webinar that focuses on the latest individual tax updates and strategies. As we approach the end of the year, it's crucial to stay informed about changes in the tax landscape that could affect your personal finances.

This webinar will provide valuable insights into the latest individual tax changes and offer practical strategies to optimize your tax position. Our experts will guide you through key updates and planning opportunities to ensure you’re ready for the upcoming tax season.

Key Topics Include:

• Sunsetting Tax Provisions: Key expiring tax changes and their impact on your return.
• Current Tax Landscape: Understand the shifting tax environment post-election.
• SECURE 2.0: New retirement provisions and their benefits.
• Trust & Estate Planning: Strategies for sunsetting provisions and gifting exemptions.
• Gift Tax Considerations: Maximizing benefits from trusts, 529 plans, and education credits.
• Market Update: Insights on market conditions and their tax implications.
• Year-End Planning Guide: Practical tips for effective year-end tax planning.

Who should attend?

• Individuals and Families

Secure Your Spot

Don’t miss this opportunity to gain valuable insights and ensure your tax strategy is optimized for the year ahead. Register now to secure your place.