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

Event Detail
  • November 12, 2024
  • 1 – 2 p.m. CT
  • Location
  • Webinar
  • Hosting, Speaking

Event materials

Speakers

Given the uncertain tax environment this year, your tax plan may need substantial changes. Join our on-demand 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
For more information:
Beth Taylor
Events Director

Experience the CLA Promise


Subscribe