As we enter the last couple of months of the year, now is the time to do two things:
1. Take a ‘snap shot’ of where you are so far this year and project the next 60 days. Now is the time to do any last-minute planning to minimize your tax liability.
2. Start to think about what needs to be done to get off to a fast start in 2024.
At our next Strategies Group Meeting, Jack Kiley, CPA, CISP of MidAtlantic IRA will show you how to accomplish both. We’ll discuss the tax law changes from last year as well as new legislation and how it will impact you individually, in your business and in your retirement plan.
Learn what changes are important to you and if you need to do anything to re-position yourself. Come understand what potential tax law changes could impact you next year. Listen to what your peers are doing and discover new opportunities.