AAFCPAs' Individual & Family Tax and Wealth Preservation Webinar As we near the close of another calendar year, we again encourage clients to assess their complete financial situation now in order to plan their year-end tax optimization strategy. As you...
As we near the close of another calendar year, we again encourage clients to assess their complete financial situation now in order to plan their year-end tax optimization strategy. As you do, be mindful that most tax reduction approaches must be implemented by December 31 or sooner. There are many ways AAFCPAs can minimize your tax liability, and we welcome the opportunity to help you navigate the upcoming 2023-2024 tax season.
Speakers (L-R): Richard Weiner, CPA, MST, CM&AA, Daniel Seaman, CPA, Jonathan Bloom, CFP®, AIF®, Tyler Champagne, CPA, MSA, Joshua England, LLM, Esq.
Download AAFCPAs’ Individual & Family Tax and Wealth Preservation Webinar slides here. >>
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