2022 Year-End Tax Planning Strategies

2022 Year-End Tax Planning Strategies

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Please join us for this webcast in which we will identify and assess effective year-end tax planning strategies, including techniques for managing overall income tax liabilities, timing of income and deductions, and tax-advantaged retirement savings strategies. We will also review the latest legislative developments, such as new provisions from the Inflation Reduction Act and expiring provisions from the Tax Cuts and Jobs Act. Our profiled year-end strategies will primarily be relevant to individuals, but will also include strategies for S corporations, other pass-through entities, trusts, and estates.

Course Objectives

After completing this course you will be able to:

  • Discuss current issues regarding federal tax laws impacting individuals.
  • Identify complexities of the tax code as it relates to individuals, and how these complexities can be managed with planning strategies.
  • Generate tax planning opportunities.