Knowledge and Insights
Webinar Replay: Tax Planning Considerations for 2024
By: IsabelMercadien’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:
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- 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. [PDF, 1.93 MB]
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.
