Webinar Replay: Year-End Tax Planning Webinar for Individuals and Businesses

The clock is ticking. As we approach year end, now is the time to consider tax-saving strategies and opportunities as well as recent law changes that can affect you in 2024. Watch this two-part webinar as our tax specialists explore year-end tax planning strategies for both individuals and business owners.

Session 1: For Individuals 
Our tax specialists address federal and state income, gift and estate tax planning. They also address recent tax law changes and related opportunities. 

Watch Replay Here for Session 1

Session 2: For Business Owners
Our tax specialists focus on federal and state business taxes and planning opportunities. The discussion also includes a review of recent tax changes and available credits, including a late look at the Employee Retention Credit.

Watch Replay Here for Session 2

Host and Moderator:
Christopher Migliaccio, Partner

Featured Speakers:
Megan C. Heegan, CPA, Partner
Richelle Maguire, CPA, Partner
Nicholas Rochedieu, Director
Joel Rothenberg, CPA, Partner