WEBINAR: Tax Planning: Building Financial Well-being in 2023 and BeyondOctober 9, 2023
October 19, 2023 at 1:30 CST
Tax Planning: Building Financial Well-being in 2023 and Beyond
As 2023 is nearing the end, so are your opportunities for year-end tax strategies. Join us for an insightful webinar:Tax Planning: Building Financial Well-being in 2023 and Beyond
Mike Rogers, Joe Rapacki, CPA, and the 360 team dive into the critical role of tax planning in achieving financial well-being. They review current and projected income, optimize timing, and adhere to tax laws. Various topics, such as tax-planning strategies, harvesting tax losses, Roth IRA conversions, charitable contributions, gift tax exemption utilization, maximizing retirement account contributions, HSA contributions, trust planning, and more, are explored in detail.
The presentation also provides insights into 2023 Income Tax Rate Schedules and their impact on tax planning across different financial aspects. It concludes by emphasizing the importance of staying informed about tax changes and working closely with financial advisors for a prosperous financial future tailored to the specific tax landscape 2023.
Download the 2023 Year-end Tax Planning Checklist
Watch the Tax Planning: Building Financial Well-being in 2023 and Beyond webinar.
The Professionals associated with 360 Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through 360 Financial, a registered investment advisor; or (2) solely tax professionals of Rapacki & Co., and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Rapacki & Co. DBA 360 Financial Tax Strategies. Rapacki & Co. is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services.
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