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2024 Year-End Tax Seminar

Thursday, November 7, 2024 2:30 pm - 6:30 pm
Virtual

2:30pm – 3:00pm Registration
3:00pm – 5:30pm Tax Seminar
5:30pm – 6:30pm Cocktail Reception

The Alloy Hotel
301 W. Dekalb Pike, King of Prussia, PA 19406

We hosted our annual tax seminar with planning updates for individuals and businesses, estate planning and gifting strategies, and tax considerations for business transitions.

Agenda items included:

  • Planning updates for individuals and businesses
  • State and local tax developments
  • A look at potential changes on the horizon which may impact your taxes
  • Tax considerations for business transitions
  • Estate planning and gifting strategies

Watch the videos from the presentation:

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