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Reduce your personal tax liability with year-end planning tips

12/5/2024 01:00 PM - 02:00 PM (CT)

Type: Live Webinar

Service: Private client services, Tax services

Seats Remaining: 999

Event Contact:

Name: Forrester Sey

Phone: 404.420.5720

Email: forrester.sey@wipfli.com


Make the most of tax incentives and deductions with year-end planning tips from Wipfli.

Our private client team is hosting an exclusive webinar to help you stay on top of financial and tax planning. Join us on December 5, 2024, to improve your tax plan and learn about: 

  • Election impacts on tax preparation.
  • Year-end action items for estates and trusts.
  • Income deferral and acceleration strategies to optimize your tax bracket.
  • Corporate Transparency Act/Beneficial Ownership Information reporting.
  • Available tax incentives and credit programs.
  • 2024 IRS updates and 2025 expectations.

This webinar will focus on year-end tax planning and strategies to optimize your tax position before the end of the year.

Space is limited, so don’t wait. Register today.

Speakers

Jason Beiswenger
Jason M. Beiswenger, CPA
Partner
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Mandy Riles
Mandy R. Riles, CPA
Tax Manager
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Bucklew_Heidi
Heidi L. Bucklew, CPA, CFE, CFF
Senior Manager
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Nicole Eggerling
Nichole Eggerling, CPA
Senior Manager
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Frable_Kathy
Kathy Frable, CPA
Senior Manager
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Audra Moncur
Audra M. Moncur, CPA, ABV
Partner, Business Valuation and Transaction Support Services
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Chris Lockhart
Chris Lockhart, CPA
Partner
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