Center for Private Company Excellence Webinar: 2023 Tax Outlook – Challenges, Opportunities, and Updates

As we prepare to enter the last quarter of 2023, we hosted an informative webinar that provided a high-level overview of the timely tax-related considerations from 2022 as well as opportunities for year-end tax planning. In addition, topics related to business and individual tax matters that will affect 2023 tax filings were addressed.

Agenda items included:

• Research & Experimental Amortization impact for 2022 tax returns
• Key tax provisions in the Secure 2.0 Act
• An update on the Employee Retention Credit
• Tax Provisions set to expire
• A look ahead at year-end tax planning

Presenters:

• Kate Stewart, Director, Tax Strategies
• Katrina Samarin, Director, Tax Strategies

Click here to download the slides from the presentation.