Event Detail
- Date
- Location
Speakers
Join this complimentary in-person event to learn about year-end tax planning with an economic update. Drinks and appetizers to follow during the social hour and networking. Space is limited. Register now!
This session will cover:
- Post-election tax strategies
- Credits and incentives to know about before the close of 2024
- Individual tax planning strategies, including gift and estate plans
- Economic update and market outlook
- Industry and policy considerations
- Year-end strategies, including tax-loss harvesting and gifting
Schedule
3 – 3:30 p.m. — Registration
3:30 – 4:15 p.m. — Economic update
4:15 – 5 p.m. — Tax update
5 – 6 p.m. — Social hour and networking
Location
CLA
Directions
915 Highland Pointe Drive, Suite 300
Roseville, CA 95678
Register for this event
If you are unable to see the form below, please complete your submission here.
For more information:
Yua Davis
Marketing Senior