This session offers strategies, tips and tools for year-end tax planning to reduce your client's tax liabilities, covering:
2023 legislative updates
Effective bracket management with insights into rate changes
Tax-efficient gain and loss harvesting
Advanced Roth conversions
Rethinking itemized deductions and charitable contributions
Funding tax-preference accounts, like retirement plans and 529s
Section 199A deduction changes and planning
Year-end estate and gift planning
Plus more!
Key Topics
Planning ideas to minimize the 2023 tax liability for individual clients
Planning ideas to