Webinar Recording

2023 Year-End Tax Planning Strategies for Individuals

calendar iconNovember 15, 2023

As we approach the close of 2023, it’s your chance to seize those last-minute tax opportunities and brace for upcoming tax law changes that will reshape 2024. Our knowledgeable Cherry Bekaert Tax team will dive deep into the realm of tax-saving strategies, latest IRS guidance and pivotal court decisions that bear directly on individual taxpayers, ensuring you’re up to date with the most critical developments.

Join us and be at the forefront of tax-saving excellence:

  • Identify key actions to address tax burden before the year-end
  • Stay informed about recent IRS updates and court rulings that affect you
  • Explore options for the seamless transfer of family wealth to future generations

Questions? Contact Us