Enhancing and Elevating Retirement Plans: Key Updates and Inclusive Strategies
November 21 @ 12:00 pm – 1:00 pm EST
Free
1 CPE credit
Given the uncertain tax environment this year, your tax plan may need substantial changes. Join our complimentary webinar to learn how taking a proactive approach to year-end tax planning can help you make strategic decisions for financial success.
At the end of this session, you will be able to:
- Identify post-election tax strategies
- Recall the credits and incentives to know about before the close of 2024
- Recognize partnership tax planning strategies and opportunities
- Recognize individual tax planning strategies, including gift and estate plans
- Recall how the Tax Cuts and Jobs Act (TCJA) expirations affects year-end tax planning
Please register by November 11, 2024.
CPE
Recommended CPE: 1 credit, Taxes
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based
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