Strategic Year-End Tax Planning: Key Techniques for Success

Please join us for this workshop to ensure your clients are fully prepared with the most effective year-end tax strategies to optimize financial outcomes.
 
Topics covered:

• Maximizing deductions and credits before year-end.
• Strategic timing of income and expenses.
• Tax-efficient charitable contributions.
• Navigating recent tax law changes.
• Understanding the Corporate Transparency Act BOI requirements.

Earn (2) CPE for CPAs and (2) CEs for EAs while gaining invaluable insights into the upcoming changes and strategies to navigate them effectively. Program Number: 15UFN-T-00387-24-I (Strategic Year End Tax Planning)
 

Coffee and a light breakfast will be available.

Questions? Please contact Carmen Burgos.