Get the insights you need to stay informed and in control of your tax planning, preparation, and savings opportunities. There will be an option to pose questions prior to and during the event to ensure we address your curiosities or concerns.
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Our recommended approaches to effectively navigate and adhere to tax law changes and new policies (in particular: Inflation Reduction Act, Tax Cuts and Jobs Act (TCJA), Maryland 401K Mandate, Social Security Cost-Of-Living Adjustment (COLA), R&D Tax Credit, and Capital Gains Tax)
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Year-end tax planning information, guidance, and strategies including cash to accrual, depreciation, prepaids, year-end distributions, 401(k), and charitable giving
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General strategic tax planning and preparation tactics to optimize your overall financial plan
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The responses to attendee-submitted inquiries
