How to choose between standard and itemized deductions and ways to maximize above-the-line deductions
Strategies for charitable planning, managing tax brackets, and optimizing investment gains and losses
Important updates on capital gains, net investment income, and tax-advantaged savings accounts
Insights on expiring tax provisions, including the Tax Cuts & Jobs Act (TCJA) sunset
Updates on SECURE 2.0 Act, including the automatic enrollment mandate, increased catch-up contributions for ages 60-63, retirement plan distributions, and more
Tips on tax credits, avoiding underpayment penalties, and protecting yourself from tax scams
This webinar is designed for individuals and business owners. The session qualifies for one hour of Continuing Professional Education (CPE) credit, which may apply toward your licensing or certification requirements.
