The Advantage of year-end tax planning

As the year comes to a close, the thought of taxes might be creating some headaches for business owners. Maybe your tax season didn’t go quite according to plan. Perhaps you’re unsure if you’re maximizing your opportunities and minimizing your tax burdens as best you can. Maybe you’d like to bring proactive topics to your tax professional for discussion, but you’re not exactly sure where to start. And with so much going on, it can be hard to figure it out on your own.

In this casual fireside chat, our tax professionals will talk through high-level tax topics they’re discussing with their clients as they prepare to head into 2024. Hear more about these important areas to help you determine what’s most important for your business and tax strategy heading into the new year – all in an effort to make next tax season your smoothest yet.

Topics covered include:

• Optimizing entity structure
• Minimizing tax burdens for the current year
• Impact of regulatory changes and forward-looking planning