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Year-End Planning - Nov 29, 2023

2023 Year-End Tax and Business Planning Webinar

As another tax year comes to an end, business owners and individuals are looking for ways to maximize their tax savings, especially in light of the looming sunset of the Tax Cuts and Jobs Act (TCJA), Employee Retention Credit (ERC) processing halt, and upcoming election.

Join us for a timely Q&A style discussion on recent and proposed changes and how these could impact your year-end tax planning. Anthony and Laura will help identify tax saving strategies, discuss the impact of looming economic strains and pinpoint opportunities to take advantage of TCJA tax breaks before they expire.

This Q&A webinar will cover all your planning questions, shedding light on topics like:

  • Status of TCJA changes set to expire in 2026
  • Update on Inflation Reduction Act tax changes
  • The latest on the Employee Retention Tax Credit (ERC) Processing Halt
  • BOI reporting (beneficial ownership information) effective 1/1/2024
  • Upcoming election and what’s in store for 2024 and beyond

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