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2024 Year-End Tax Planning Strategies for Individuals

Cherry Bekaert

November 20, 2024 @ 1:00 pm 2:00 pm EST

Free 1 CPE credit

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
New York, NY 10001 United States
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