End of Year Tax Planning - 2024 Tax Tips You Won’t Find Anywhere Else

Optimizing Your Taxes:

End of Year Tax Planning

Join us for an engaging and informative workshop designed to equip you with the essential strategies for effective end-of-year tax planning. As we approach the end of the fiscal year, it’s crucial to understand how you can maximize your tax savings, optimize your financial situation, and ensure compliance with current tax laws.

In this workshop, led by the renowned Kisha N. Ward, CPA, CFP, we will delve into comprehensive tax planning techniques tailored for individuals and families. Whether you are looking to minimize your tax liability or strategically plan for the upcoming year, this session will provide you with practical insights and actionable strategies to take control of your tax planning and secure your financial future.

Topics Covered:

• Introduction to Year-End Tax Planning: Understanding the importance of timing and strategy.
  
• Maximizing Tax Deductions: Identifying opportunities to reduce your taxable income. 
• Income Exclusion Techniques: Leveraging exemptions and exclusions to lower your tax bill. 
• Utilizing Refundable and Non-Refundable Tax Credits: Exploring available credits and how to claim them.
  
• Changes in Tax Code for 2024: Staying updated on new tax laws and regulations. 
• Planning for Life Events: How marriage, divorce, or other significant changes impact your taxes. 
• Wealth Transfer and Estate Planning: Preparing for generational wealth transfer and minimizing estate taxes.
  
• Tax Optimization for Investments: Strategies for managing investment income and capital gains.
  

Presenter: Kisha N. Ward, founder and principal of K. Ward & Co., is a native Washingtonian with over 20 years of experience as a trusted advisor in income, estate, and gift tax compliance and planning services. Specializing in wealth transfer, Kisha employs a holistic approach and coaching techniques to help clients uncover their "why" and achieve their financial goals. Her diverse clientele includes affluent families, business owners, executives, founders, investors, and professional athletes, all benefiting from her expertise in creating, maintaining, and preserving generational wealth.

Please register in advance. You will receive a Reminder at 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.