Year-End Tax Planning: Strategies for Individuals and Businesses | Webinar

Many of the most valuable tax planning tactics must be evaluated before December 31. Proactive planning now can help uncover opportunities before the year closes.

Join Weaver’s tax professionals for a two-part webinar on-demand series designed to help individuals and businesses navigate today’s tax landscape and identify actions to consider before the close of the year.

Session 1: Individuals
Explore high-net-worth tax strategies, estimated tax payments, investment and wealth planning, and estate and wealth transfer considerations to evaluate before year-end.

Session 2: Businesses
Review key federal tax developments, estimated tax payment considerations and business investment and tax planning opportunities to help position your organization for the year ahead.

On-Demand Soon!

Learning Objectives:

• Identify key high-net-worth tax planning strategies to consider before year-end
• Evaluate investment, estimated payment, and estate and wealth transfer considerations
• Understand key federal tax updates and estimated payment considerations
• Identify business investment and tax planning opportunities before year-end

Speakers:

• Sean Muller, Partner-in-Charge, Specialty Tax Services, National Market Leader, Private Equity
• Stephen Carter, Partner-in-Charge, Family Office Services and Weaver Capital Advisors
• Jeff Hughes, Partner, Tax – Private Client Services
• Rich Steen, Partner, Tax – Provisions
• Kurtis Dixon, Partner, Tax – Manufacturing, Distribution and Retail

This webinar is for all levels of business professionals, accountants and CFOs. Please note that CPE credit is not awarded for recorded webinars. Keep an eye on our events page, or sign up to receive invites for future webinars.

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