Join Jeff Levine, CPA/PFS, CFP®, Lead Financial Planning Nerd at Kitces.com, for our Special Edition Kitces Webinar where he’ll walk through the range of year-end tax-related opportunities and pitfalls for advisors and their clients, as well as key planning topics for advisors to consider as we move into 2024! In this webinar, advisors will learn:
- How to apply the wide range of year-end tax planning opportunities to a variety of client situations
- How changes to tax rules will affect end-of-year planning
- What the current inflationary environment means for clients’ tax, retirement, and insurance planning needs going forward
