Value Series on Tax Planning: 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. This two-part webinar will be an insightful forum during which our tax specialists will explore year-end tax planning strategies for both individuals and business owners.
Session 1: For Individuals – 9:30 a.m. – 10:30 a.m. EDT
Our tax specialists will address federal and state income, gift and estate tax planning. They will also address recent tax law changes and related opportunities.
Session 2: For Business Owners – 11:00 a.m. – 12:00 p.m. EDT
Our tax specialists will focus on federal and state business taxes and planning opportunities. The discussion will also include a review of recent tax changes and available credits, including a late look at the Employee Retention Credit.
Host and Moderator:
Christopher Migliaccio, Partner
Featured Speakers:
Megan C. Heegan, CPA, Partner
Richelle Maguire, CPA, Partner
Nicholas Rochedieu, Director
Joel Rothenberg, CPA, Partner
CPE Credits:
1 CPE Credit Taxes (each session)
No prerequisites or advanced planning required
Program Level: Basic / Delivery Method: Group Internet Based
For information regarding complaint and/or program cancellation policies, please contact l&dsupport@pkfod.com.
PKF O’Connor Davies 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.nasbaregistry.org.