top of page

Wed, Feb 22

|

Zoom

Wine Down Wednesday

TOPIC: Important 2023 Tax Law Changes and Strategies

Registration is Closed
See other events
Wine Down Wednesday
Wine Down Wednesday

Time & Location

Feb 22, 6:30 PM – 7:30 PM EST

Zoom

About the event

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.

Share this event

bottom of page