Tax Planning Webinar Series | Part One: Tax Planning Strategies for High-Net-Worth Individuals
Tuesday, July 30, 2024 8:30 am - 9:30 am
Most people don’t tend to think of taxes during the summer months, but this is actually a great time to review your tax strategies for yourself and your business. Tax planning is a year-round activity and most tax reduction strategies need to be implemented by December 31 – and some even earlier. So the sooner you begin planning, the better.
Join us for this three-part webinar series that will provide an overview of the current tax landscape as well as essential tips to help you get a jump start on your tax planning.
Agenda items include:
- A look at tax provisions which will soon be sunsetting and tips for adjusting your tax planning
- Gifting strategies to minimize your tax bill
- Tax planning within your investment and retirement accounts
Presenters:
- Shazia Stagliano, Director, Tax Strategies
- Brian Kitchen, Director, Tax Strategies