The webinar is in progress, join here: https://epwealth.zoom.us/j/91991756085
When: Wednesday, December 6th, 2023
Time: 11:00 a.m. PT | 12:00 p.m. MT | 1:00 p.m. CT | 2 p.m. ET
Join us for our upcoming webinar, Year-End Tax Strategies & Charitable Contributions: The Gift that Keeps on Giving.
Rebeca Diaz and Shawn Morriss will discuss:
As we approach 2024, it's time to start thinking about everyone’s favorite topic: taxes! Why is it important to tax plan now? Estimating your current income and deductions and/or credits can help determine what additional actions you can take to possibly reduce your tax bill.
As you may be aware, most opportunities must be taken prior to December 31 to apply to the 2023 tax year, which is why it’s critical to act now. In addition, planning for your fourth quarter estimate tax payment now can allow ample time to strategize how you intend to fund this payment, especially if it turns out to be larger than you anticipated. We hope you'll join us for this informative session.
The importance of tax planning
What changed in 2023
Year-end planning opportunities
Gearing up for 2024
Fill out the form to register for the free, live webinar!
A recording of this webinar will be sent to all registrants.