Webinar – Tax Planning Considerations for 2024
- This event has passed.
Date: Wednesday, January 31, 2024 | 12:00 PM - 1:00 PM
Venue: Your Computer,
Description: Are you ready to navigate the complexities of tax planning for 2024? Join us for an informative webinar, Tax Planning Considerations for 2024, where we’ll review critical tax changes and how they may impact you. Whether you’re an individual seeking to optimize your financial health or a business owner aiming to maximize efficiency, this session is tailored for your success in the coming year.
Key Topics We’ll Cover:
- The Secure Act Insights: Explore the latest changes to Required Minimum Distributions and what they mean for your financial planning.
- Tax Cuts and Jobs Act Revisited: Understand the vital tax provisions set to expire by the end of 2025 and how to prepare.
- Estate Planning Considerations: Learn essential tips and strategies for effective estate planning, to help ensure your assets are managed and transferred according to your wishes.
- Business Updates for 2024: Stay ahead with the latest business tax updates that could significantly impact your business strategies.
Schedule:
12 – 12:45 PM EST – Presentation
12:45 – 1:00 PM EST – Q&A Session
Presented by: Holly Sabo, CPA, MST, PFS, CGMA, Managing Director, Individual Services Group & Eric Whelan, CPA, MST, CGMA, Managing Director, Private Company Services Group
If you have any questions about this event or would like more information, please contact us at solutions@mercadien.com or 609-689-9700.
DISCLAIMER: This advisory resource is for general information purposes only. It does not constitute business or tax advice and may not be used and relied upon as a substitute for business or tax advice regarding a specific issue or problem. Advice should be obtained from a qualified accountant, tax practitioner or attorney licensed to practice in the jurisdiction where that advice is sought.