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Wed, Feb 22

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Zoom

Wine Down Wednesday

TOPIC: Important 2023 Tax Law Changes and Strategies

Registration is Closed
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Wine Down Wednesday
Wine Down Wednesday

Time & Location

Feb 22, 2023, 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.

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