Knowledge and Insights

Webinar Replay: Tax Planning Considerations for 2024

February 2024

Mercadien’s Private Company & Individual Services Groups hosted a complimentary webinar “Tax Planning Considerations for 2024” Wednesday January 31, 2024 from 12:00 -1:00 PM. 

Presenters Holly Sabo, CPA, MST, PFS, CGMA, Managing Director & Eric Whelan, CPA, MST, CGMA, Managing Director reviewed critical tax changes and how they may impact you.
During the webinar, they went over:

    • Importance of Tax Planning
    • SECURE Act Highlights
    • Sunsetting Tax Provisions
    • Estate Planning Considerations
    • Business Tax Updates

To watch the webinar replay, click here. 

To view the slide deck, click here. 

If you have any questions and want information on how Mercadien can help you & your organization, contact us here.

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.