Broker Check
30 Nov
2023 Year End Tax Planning


The webinar will cover a range of pertinent topics, including:

  • Year-End Tax Strategies: Practical tips for maximizing deductions as the year comes to a close.
  • Updates on Tax Laws: Insights into any recent changes in tax legislation that could impact your planning.
  • Retirement Planning: How to optimize your retirement contributions and benefits for tax purposes.
  • Equity Compensation Planning: RSU, ISO, NQSO common tax mistakes and strategies to minimize tax.
  • Estate Planning: Understanding the implications of taxes on estate planning and how to prepare effectively.
  • Investment Tax Planning: Strategies for managing the tax impact on your investment portfolio.
  • Small Business Considerations: Specialized advice for small business owners on managing taxes efficiently.

Date and Time

Thu, Nov 30, 2023

3:00p - 4:00p EST


Zoom webinar


Event Registration