2024 Year End Tax Planning

November 21, 2024|, ,
Play Video

Click here for our 2024 Year End Tax Planning Checklist

 

As we approach the end of 2024, our team will be discussing year end tax planning to ensure that you are optimizing available tax strategies. Our webinar will be led by Scott Strohecker, CFP®, EA and Vincenzo Testa, CPA, CFP®, ECA.

 

Topics include:

  • Maximizing Retirement Contributions
  • Distribution Planning and Gifting Strategies
  • Employer Stock Compensation
  • Sunsetting of "Tax Cut & Jobs Act"
Posted in