WFA’s Mike Tyler, CFP®, and Marilou Davido, CPA, CFP®, CDFA® will identify some tax planning opportunities for tax year 2024 and beyond. Topics include: back-door Roth IRA contributions, Roth IRA conversions, capital gain harvesting, stacking itemized deductions, qualified charitable distributions, Donor Advised Funds, 529 plan to Roth IRA rollover, and IRA to HSA rollover….(read more)

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March 2024 Webinar: 2024 Tax Planning Opportunities

As we enter a new year, it is essential for individuals and businesses to start thinking about tax planning opportunities. With the constant changes in tax laws and regulations, it is crucial to stay informed and proactive in order to maximize tax savings. One way to stay ahead of the game is to attend informative webinars, such as the upcoming March 2024 Webinar on 2024 Tax Planning Opportunities.

This webinar is designed to provide attendees with expert guidance on the latest tax planning strategies and opportunities for the upcoming year. Whether you are an individual taxpayer or a business owner, this webinar will offer valuable insights to help you navigate the complex world of tax planning.

Some of the key topics that will be covered in the webinar include:

– Overview of the latest tax laws and regulations
– Tax planning strategies for individuals and businesses
– Maximizing tax deductions and credits
– Estate planning considerations
– Potential tax-saving opportunities for 2024

The webinar will feature industry experts who will share their knowledge and expertise on tax planning. Attendees will have the opportunity to ask questions and interact with the speakers, making this webinar an invaluable resource for anyone looking to improve their tax planning strategy.

By attending the March 2024 Webinar on 2024 Tax Planning Opportunities, you can stay informed about the latest tax trends and developments, and make strategic decisions to optimize your tax situation. Don’t miss out on this opportunity to gain valuable insights and stay ahead of the curve in your tax planning efforts.

In conclusion, tax planning is a critical aspect of financial management, and attending webinars like the March 2024 Webinar on 2024 Tax Planning Opportunities can help you make informed decisions to minimize your tax liability and maximize your savings. Make sure to mark your calendar and register for this informative event to start the new year off on the right foot.

Webinar on Tax Planning Opportunities for March 2024 appeared first on Inflation Protection.