Tax Planning for the Start of a New Year

Tax season is upon us, but you can start 2024 off on the right foot with tax planning tips and strategies presented by Mike Valenti, Director, Tax Planning and Tom Fridrich, Carson Group Manager & Sr. Wealth Planner in our Tax Planning for the Start of a New Year webinar, now available on-demand. 

In this informative webinar, Valenti and Fridrich provide valuable insights including, but not limited to: 

  • Last chance for 2023 tax savings: Steps you can still take to reduce your 2023 tax liability 
  • Planning for 2024: How to plan for and reduce your 2024 taxes
  • The Sunset of the Tax Cuts and Jobs Act (TCJA): Steps to take before TCJA sunsets December 2025.

Watch our informative seminar to get the tips and strategies you need to work toward reduced taxes in 2024 and beyond.

Mike Valenti and Tom Fridrich are not registered with Cetera Advisor Networks LLC. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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