Description
Learn about taking advantage of the 2023 rules and preparing for the 2024 rules, including:
- Utilizing this year’s tax rules and preparing for next year’s changes
- How to take the larger standard deduction and still get a benefit from charitable donations—even if you are not itemizing
- Tax strategies that make more sense now with the intersection and overlapping of 5 tax laws
- How to lock in today’s lower income tax rates so you cannot get hit by a tax increase later—ever!
- Critical IRA planning and changes to how your kids can inherit IRA and ROTH money
- A review of all the legislative changes of the last year and how they will affect you now
- The catches in the “Qualified Charitable Distribution” rules and how to avoid them
