Tax and Economic Update

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