Webinar On-Demand – Year-End Tax Optimization for Individuals & Families: Key Insights to Save in 2024

Webinar: Year-End Individual/Family Tax and Wealth Preservation

AAFCPAs invites you to watch our 2024 Individual/Family Tax and Wealth Preservation webinar, tailored to high-net-worth individuals. Watch us discuss tax strategies for preserving and growing your wealth.

Details: Tailored to high-net-worth individuals looking to preserve and grow their wealth, this session offers insights on tax strategies and wealth management in a shifting landscape. 

In this session, you’ll learn:

• Wealth preservation insights including asset protection and federal interest rates.
• Estate planning developments including tax exemptions and the Married Filing Separate rule change.
• Taxation updates including required minimum distribution changes.
• Tax readiness guidance, including insight into the IRS’s use of AI in audits, and the importance of good record keeping.

2024 Year End Tax Planning Webinar Series:

• Tax Planning & Compliance for Privately Held Companies (October 23, 2024)
• Post-Election Tax Update (November 13, 2024)
• Cannabis Industry Tax Update (November 14, 2024)

Learn more about our tax webinars