2022 Year-End Tax Planning Strategies
Live WEBINAR

2022 Year-End Tax Planning Strategies

December 8th 2022 | 10 AM - 11 AM CT

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Please join us for this webcast in which we will identify and assess effective individual 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.

Additional Details

CPE: Eligible for 1.2 CPE credit in Tax

Prerequisites: None

Advanced Preparation: None

Program Level: Overview

Delivery Method: Group Internet-based

Speakers: David Levi & Naomi Ganoe

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit. We may be unable to offer CPE certificates to those who log into the webinar using:

  • GoToWebinar Instant Join
  • iPads or mobile devices (unless using the Citrix mobile app for GoToWebinar)

If you would like the opportunity to earn a CPE certificate, please log in using a different method than the ones indicated above to ensure that you show up on the final attendee report.

For more information regarding complaint and program cancellation policies, please contact our offices at (216) 447-9000.

CPE Sponsor Logo
CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

**MHM (Mayer Hoffman McCann P.C.) is an independent CPA firm that provides audit, review and attest services, and works closely with CBIZ, a business consulting, tax and financial services provider. CBIZ and MHM are members of Kreston International Limited, a global network of independent accounting firms.