2024 Year-End Tax Planning Strategies for Individuals

Webinar Recording

November 27, 2024

As we move towards the finish line of 2024, Cherry Bekaert’s Tax team invites you to stay ahead of the game with our tax-saving strategies and professional guidance. Our team will provide insightful analysis of the latest IRS guidance and critical court decisions that directly affect year-end tax planning. Watch to take advantage of last-minute tax-saving opportunities and gain the knowledge needed to navigate the anticipated changes in tax laws coming in 2025. Stay informed and be at the forefront of tax-saving excellence with Cherry Bekaert Tax.

Learning Objectives:

  • Evaluate the impact of 2024 tax law changes on individuals and develop strategies to address potential challenges
  • Analyze the latest IRS guidance and critical court decisions to enhance tax planning and maximize savings
  • Explore options for the seamless transfer of family wealth to future generations, ensuring financial security and continuity

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Sarah McGregor

Tax Services

Director, Cherry Bekaert Advisory LLC

Contributor

Connect With Us

Sarah McGregor

Tax Services

Director, Cherry Bekaert Advisory LLC