Explore the planning opportunities, life transitions, and financial decisions many individuals, families, and business owners are evaluating prior to year-end.
As the year draws to a close, many individuals and families are evaluating decisions that may have financial, tax, and estate planning implications well beyond the current year. Recent tax law changes, evolving retirement and charitable giving considerations, family wealth transfer goals, and major life events present opportunities to revisit existing plans and prepare for the year ahead.
Watch AAFCPAs and AAF Wealth Management’s annual Individual & Family Tax and Wealth Webinar on demand to explore key tax developments, year-end planning opportunities, and considerations affecting individuals, families, investors, and business owners.
During this session, our team discusses recent tax law developments, retirement and charitable giving strategies, estate and trust planning, succession planning, and practical considerations surrounding widely discussed tax strategies.
The discussion also explores planning opportunities that extend beyond December 31, including retirement distributions, beneficiary designations, family wealth transfers, and long-term financial goals. Additional topics include succession planning for business owners, financial considerations for parents of college-age children, and emerging tax strategies gaining attention online.
Watch the webinar on demand to gain practical insights and identify planning opportunities for the year ahead.
Topics Discussed
Connect with Us!
Webinar OnDemand
Explore AAFCPAs and AAF Wealth Management’s annual tax strategies webinar series, covering key tax developments, year-end planning opportunities, and important considerations for individuals, families, and businesses. Watch past sessions on demand and register for our upcoming Cannabis Tax Strategies webinar.
More Articles
Digital sales, software, inventory, and multistate operations can expand a company’s state tax footprint. Understanding where obligations arise can help businesses manage exposure and plan...
In cannabis transactions, key details may carry over after the deal closes. Understand how prior tax filings, Section 280E, and deal structure can shape a...
From the monthly close to internal controls and board reporting, strong financial management depends on a series of interconnected practices. AAFCPAs’ David Kelleher and Lauren...
