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Year-End Tax Strategies

Webinar

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Date & Time
Nov 20, 2023 12:00 PM – 3:30 PM ET
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Join EisnerAmper as we review the key year-end tax planning strategies and takeaways. This two-part webinar event includes presentations by subject-matter specialists on the latest tax issues and planning opportunities that will impact individuals, families and businesses. Register today to get the latest updates to the federal, state and local, and international tax laws and what potential tax law changes are on the horizon. 

Part I: Planning for Individuals & Families

November 20 | 12:00 - 1:30 PM (ET)

Identify the latest income tax considerations to act upon now to mitigate your 2023 income tax liabilities. This presentation will also include the latest in estate and gift tax considerations that can help identify wealth preservation opportunities and an overview of philanthropic planning opportunities and objectives. 

Speakers: Cindy Feder, Lisa Herzer, and Patricia Kiziuk

Learning Objective: To discuss recent updates to the tax laws impacting individuals and families.

Learning Outcomes: Participants will be able to:

  • Identify the latest tax laws impacting individuals
  • Discuss year-end tax planning tips that may mitigate tax liabilities
  • Apply tax planning tips to their own situation and those of their clients

1.5 CPE credits in Taxes

Part II: Planning for Businesses

November 20 | 2:00 - 3:30 PM (ET)

Understand the latest federal, state and local, and international tax laws and how businesses could be affected by the House Ways and Means Committee tax proposals. Our corporate tax specialist will identify actionable planning opportunities that you and your business can take advantage of right now to mitigate your 2023 income tax liabilities and prepare for the future. 

Speakers: Anthony Cuti, Denisse Moderski and Jennifer Sklar

Learning Objective: To discuss the latest updates to the tax laws impacting businesses (federal, state and local and international).

Learning Outcomes: Participants will be able to:

  • Identify the latest tax laws impacting businesses
  • Discuss year-end tax planning tips that may mitigate tax liabilities
  • Apply tax planning tips to their own situation and those of their clients

1.5 CPE credits in Taxes

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Anthony J. Cuti II

Senior Manager EisnerAmper Anthony J. Cuti II
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Cindy Feder

Director EisnerAmper Cindy Feder
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Lisa A. Herzer

Director EisnerAmper Lisa A. Herzer
a woman in a black suit

Patricia Kiziuk

Director EisnerAmper Patricia Kiziuk
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Denisse Moderski

Director EisnerAmper Bio Page
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Jennifer Sklar

Partner EisnerAmper Bio Page

Register

 

Group Internet-based; Program level: Basic; Prerequisites: No advanced preparations or prerequisites needed.

Eisner Advisory Group LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

NASBA Sponsor Registry ID: 108139.