Can't tune in on November 30? Still sign up via the link below, and we'll send you the workshop recording!
Once the holiday season commences, we often get wrapped up in the action and overlook important year-end housekeeping items that bring tax savings come April. In this workshop, we will discuss the top strategies to keep in mind when it comes to 2023 year-end tax planning – including itemized deductions, bundling methods, donor-advised funds, and more – to ensure you do not miss out on the various tax-saving opportunities available to you. Register now via the form below.