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Reduce your personal tax liability with year-end planning tips

Jason Beiswenger
Dec 05, 2024

Make the most of tax incentives and deductions with year-end planning tips from Wipfli.

Our private client team hosted a webinar to help you stay on top of financial and tax planning. Watch the replay to improve your tax plan and learn about: 

  • Election impacts on tax preparation.
  • Year-end action items for estates and trusts.
  • Income deferral and acceleration strategies to optimize your tax bracket.
  • Corporate Transparency Act/Beneficial Ownership Information reporting.
  • Available tax incentives and credit programs.
  • 2024 IRS updates and 2025 expectations.

This webinar focuses on year-end tax planning and strategies to optimize your tax position before the end of the year.

Don’t wait to improve your plan. Watch the webinar today.

Author(s)

Jason M. Beiswenger
CPA, Partner, Wipfli Advisory LLC
Mandy R. Riles
CPA, Senior Manager, Wipfli Advisory LLC
Heidi L. Bucklew
CPA, CFE, CFF, Senior Manager, Wipfli Advisory LLC
Nichole Eggerling
CPA, Senior Manager, Wipfli Advisory LLC
Kathy Frable
CPA, Senior Manager, Wipfli Advisory LLC
Audra M. Moncur
CPA, ABV, Partner, Wipfli Advisory LLC
Chris Lockhart
CPA, Partner, Wipfli Advisory LLC

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