Brunch & Brainstorm

Topic: Important 2023 Tax Law Changes and Strategies

Description

Join from the comfort of your home! This unique online event will cover the following topics, plus more!

• What can you still do to impact your 2022 tax return?
• How were IRA rules changed for 2023 and beyond?
• Understand efficient strategies to meet your IRA      Required Minimum Distributions.
• How might combining a Doner-Advised Fund with a Roth      conversion provide tax-free benefits?
• We will review the tax trap for married couples.