Attend this workshop to ensure your clients are fully prepared with the most effective year-end tax strategies to optimize financial outcomes.

Topics covered:

• Maximizing deductions and credits before year-end
• Strategic timing of income and expenses
• Tax-efficient charitable contributions
• Navigating recent tax law changes
• Understanding the Corporate Transparency Act BOl requirements

Earn (2) CPE for CPAs and (2) CEs for EAs while gaining invaluable insights into the upcoming changes and strategies to navigate them effectively. Coffee and a light breakfast will be available.

Program Number: 15UFN-T-00387-24-1 (Strategic Year End Tax Planning)