- Review the impacts of recent legislation
- Explain the potential results of charitable gifts and estate tax decisions
- Explore new income tax planning ideas
WEBINAR
Year-End Tax Planning for High-Net-Worth Individuals
December 8, 2022
9:00 AM – 10:00 AM (Pacific)
Optimize your tax position before December 31.
As the year draws to a close, it's crucial to begin organizing your 2022 taxes. Making the most of the deductions and tax-saving methods available to you by planning ahead of time will help you reduce your tax liability. In this webinar, our tax experts will dive deep into our annual year-end tax planning guide, which covers many topics, including wealth preservation for future generations and charitable giving.
This webinar qualifies for 1 Standard CPE credit
(Taxes)
Learning Objectives:
Event Details
DATE
Thursday
December 8, 2022
TIME
9:00 AM – 10:00 AM
(Pacific)
LOCATION
Zoom – Virtual