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2024 Year-End Tax Planning Strategies for Individuals

November 20, 2024 @ 1:00 pm – 2:00 pm EST
Join us to learn tax-saving strategies from experienced professionals.
2024 Year-End Tax Planning Strategies for Individuals
Date: Wednesday, November 20, 2024 at 1 – 2 P.M. ET
As we move towards the finish line of 2024, Cherry Bekaert’s Tax team invites you to stay ahead of the game with our tax-saving strategies and professional guidance. Our team will provide insightful analysis of the latest IRS guidance and critical court decisions that directly affect year-end tax planning.
Join us to take advantage of last-minute tax-saving opportunities and gain the knowledge needed to navigate the anticipated changes in tax laws coming in 2025.
Stay informed and be at the forefront of tax-saving excellence with Cherry Bekaert Tax.
Learning Objectives:
- Evaluate the impact of 2024 tax law changes on individuals and develop strategies to address potential challenges
- Analyze the latest IRS guidance and critical court decisions to enhance tax planning and maximize savings
- Explore options for the seamless transfer of family wealth to future generations, ensuring financial security and continuity
Speakers
Sarah McGregor, CPA | Director, Tax Services
CPE Accreditation
- Delivery Method | Group Internet Based
- Recommended CPE credit | 1 hour CPE
- Recommended Field(s) of Study | Taxes
- CPE Capability | Technical Expertise / Problem Solving
- Prerequisites | None
- Program Level | Basic
- Advanced Preparation | None





