TAX2303P. Year-End Tax Planning Panel

This session will look at various year-end tax planning strategies for individuals, businesses, estates and trusts to save taxes for 2023 and into 2024, keeping in mind the sunset of many provisions at the end of 2025.


Learning Objectives:

  • Identify various individual, business and estate and trust year-end tax strategies that attendees can utilize when meeting with clients before yearend.
  • Discuss tax law changes that will impact year-end planning for 2023 and into 2024.
Date/Time
–
CPE Credits
1.0
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
3-5 Years in the Profession
Advanced Preparation
None
Speakers
Image of Mark Gallegos

Mark Gallegos

CPA, MST
Tax Partner
Porte Brown LLC
Image of Jordon Rosen

Jordon Rosen

CPA, MST, AEP® (Distinguished)
Director (Retired)
BLS CPA
Image of Brian Lovett

Brian Lovett

CPA, CGMA, JD
Partner
Withum
Image of April Walker

April Walker

Lead Manager, Tax Practice & Ethics - Tax Section
AICPA & CIMA