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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.
• 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