Online
2:00 pm - 3:00 pm ET
Year-End Tax Planning Strategies for High-Net Worth Individuals
Join Withum's Private Client Services professionals for a practical discussion on year-end tax planning strategies, recent legislative developments and key considerations impacting affluent individuals and families.
Event Details
As year-end approaches, high-net-worth individuals have valuable opportunities to optimize their tax position, preserve wealth and plan for future financial goals.
This session will provide actionable planning opportunities to help private clients reduce tax liability, maximize available deductions and prepare for the year ahead. Our PCS team will focus on optimizing tax strategies for high-net-worth individuals, reviewing legislative updates and providing actionable planning techniques.
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Year-End Tax Planning Strategies for High-Net Worth Individuals
Continuing Education Credit
1 Credit in Tax
WithumSmith+Brown, PC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBAregistry.org.
Program Level: Overview Prerequisites: None Advanced Preparation: None Delivery Method: Group Internet-Based
For information regarding complaint and program cancellation policies, please contact our Withum Learning Department at [email protected].