Year-End Tax Optimization for Individuals & Families: Key Insights to Save in 2024
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Webinar: Year-End Individual/Family Tax and Wealth Preservation
AAFCPAs invites you to join our 2024 Individual/Family Tax and Wealth Preservation webinar, tailored to high-net-worth individuals. Join us to discuss tax strategies for preserving and growing your wealth.
Date: October 24, 2024 Time: 12:00 – 1:00 PM ET 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)
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