Year-End Tax Planning — Don’t Leave Money on the Table

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

Please register by November 11, 2024.