It's that time of year when we begin to get organized for our annual tax filing. 

That makes it a great time of year to review any changes in the tax landscape and to begin thinking about what we can do to minimize taxes in 2025 and beyond.  

Please join us on Tuesday January 21st at 7pm EST or Tuesday January 28ths at Noon EST for a discussion on:

Understand the current landscape

• How to take advantage of tax environment

• How do estate and gift taxes look

• What is happening to TCJA (Tax Cuts & Jobs Acts)

 Understand planning considerations and strategies

• How to maximize popular deductions

• Taking advantage of lower tax brackets

• Estate planning under the new law