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Year-End Tax Planning ~ Don’t Leave Money on the Table – Hosted by CLA

November 12 @ 12:00 pm - 1:00 pm

Given the uncertain tax environment this year, your tax plan may need substantial changes. Join our complimentary webinar to learn how taking a proactive approach to year-end tax planning can help you make strategic decisions for financial success.

At the end of this session, you will be able to:

  • Identify post-election tax strategies
  • Recall the credits and incentives to know about before the close of 2024
  • Recognize partnership tax planning strategies and opportunities
  • Recognize individual tax planning strategies, including gift and estate plans
  • Recall how the Tax Cuts and Jobs Act (TCJA) expirations affects year-end tax planning