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 2024 presidential election, the looming sunset of the Tax Cuts and Jobs Act (TCJA) and ongoing impacts of SECURE Act 2.0.

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, explore the impact of presidential election results, and highlight opportunities to capitalize on TCJA tax breaks before they expire.

Join us to learn more about:

• The status of TCJA provisions set to expire in 2026 and possible legislative extensions, including individual rate cuts, increased standard deduction, lifetime estate and gift tax exemption and more
• Updates on SECURE Act 2.0 including Required Minimum Distributions (RMDs), catch-up contributions, student loan matching and more
• Developments on the Employee Retention Tax Credit (ERC) processing and increased compliance efforts
• Election 2024: What tax policy shifts to expect and how they could impact your planning
• Key year-end tax-saving strategies to take advantage of before the close of 2024

Whether you’re a business owner or an individual taxpayer, this webinar will equip you with the tools to stay ahead in your tax planning for 2025 and beyond.