Webinar Recording

2022 Year-End Tax Planning Strategies for Individuals

November 17, 2022

This webinar highlights 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 also discusses 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