CPE Webinar

2022 Year-End Tax Planning Strategies for Individuals

calendar icon November 10, 2022

This webinar will highlight tax-saving steps individuals and families can take before year-end. Individual taxpayers have the opportunity to take last-minute actions to save taxes in 2022 and prepare for tax law changes impacting 2023. Cherry Bekaert’s Tax team will also discuss strategies and ideas for managing family wealth and gifting.

Learning Objectives:

  • Identify actions individuals can take before year end to save on taxes
  • Highlight recent developments in IRS guidance and court decisions that impact individuals
  • Consider options for transferring family wealth to the next generations

CPE Accreditation

Delivery Method | Group Internet Based
Recommended CPE credit | Up to one hour of CPE, pending approval
Recommended Field(s) of Study | Taxes
CPE Capability | Technical Expertise/ Problem Solving
Prerequisites | None
Program Level | Basic
Advanced Preparation | None


Sarah McGregor, CPA | Director, Tax Services, Cherry Bekaert
Michael Vidal, CPA, JD | Partner, Tax Services, Cherry Bekaert
Gregory Marx, CPA | Partner, Tax Services, Cherry Bekaert

Cherry Bekaert Continuing Professional Education: Statement of Admin Policies

This event is complimentary. Due to this program being offered free of charge, there will be no refunds.

CPE for Virtual Events

  • Please join sessions on time, or 5 minutes early if possible. Joining a session late may cause you to lose the ability to obtain CPE based on the following NASBA regulations:
    • There will be 4 polling questions per hour of each session.
    • In order to receive CPE credit for virtual events, you must attend at a minimum, 50 minutes of every hour and respond to at least 3 of the 4 polling questions per hour.
    • Polling questions will not be announced in advance.
    • If you view the conference in a group setting, you will still need to log into CPE sessions through your laptop to track your attendance and respond to polling questions.
    • We cannot guarantee polling questions will appear on your mobile device and recommend that you use your laptop for your webinar session. We will not be able to award you CPE credit if you do no answer the required number of polling questions and/or are not in session for the required length of time. This includes issues due to mobile technological difficulties or any other difficulty that is unique to your webinar connection.
    • Please be sure that you join the session for which you registered using the link that was provided to you. We will not be able to award you CPE if you join a session using a link that was provided to someone else.
    • You will receive one certificate for each course you attend/pass.

For questions regarding registration or event cancellation, please contact Maddie Robbins. For all other questions regarding CPE policies, please contact Cherry Bekaert at cbhlearning@cbh.com.

CPE Sponsors LogoCherry Bekaert 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 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