Tax Planning For Life Events

Tax Planning For Life Events

Join us for an enlightening workshop on tax planning for life events, where we'll dive deep into strategies to maximize your tax deductions, income exclusions, and tax credits. Led by a seasoned CPA with decades of experience, this workshop will provide you with valuable insights and practical tips to optimize your tax situation and make the most of next year's return. Whether you're navigating major life changes or simply looking to minimize your tax liability, this workshop will equip you with the knowledge and tools you need to achieve your financial goals.

Topics Covered:

• Introduction to Tax Planning: Understanding the Basics
• Maximizing Tax Deductions: Strategies for Itemized Deductions and Above-the-Line Deductions
• Leveraging Income Exclusions: Excluding Income from Taxation
• Exploring Refundable Tax Credits: Maximizing Credits That Can Result in a Refund
• Utilizing Non-Refundable Tax Credits: Optimizing Credits to Reduce Tax Liability
• Changes in the Tax Code for 2024: Updates and Implications for Taxpayers
• Tax Planning for Major Life Events: Marriage, Divorce, Birth of a Child, Homeownership, Retirement, and More
• Tax-Efficient Investment Strategies: Capital Gains, Dividends, and Retirement Accounts
• Common Tax Mistakes to Avoid: Pitfalls and Red Flags

Key Takeaways:

• Learn strategies to maximize tax deductions and credits.
• Understand changes in the tax code for the upcoming year.
• Discover tax planning opportunities for major life events.

Presenter: Sola Cole, CPA

Please register in advance. You will receive a Reminder by 9 am on the day of the presentation with the ZOOM login link/info for the event.  If you register on the day of, you will receive the login link/info at that time.