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Tax Planning Webinar

Tax Changes 2024 & 11th Hour Tax Planning for 2023

Be prepared for this year’s changes and how they impact you.

Learn the answers to your questions:

  • What can I still do now for 2023 tax planning?
  • What are the important age milestones that I should be thinking about when it comes to taxes and/or retirement?
  • What is the SECURE ACT 2.0 and how does it change the tax rules on my retirement accounts?

At this webinar you will learn:

  • 11th hour tax planning that you can still do to affect your 2023 taxes
  • Optimizing contributions and withdraws from your retirement accounts
  • SECURE ACT and SECURE ACT 2.0 – How they changed the retirement landscape
  • Capital Gain Distributions. What are they, and how to better prepare for 2024.
    TBD – Please Check Back
  • Webinar Location
    Virtual Meeting over Zoom