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