Individual Tax Planning in a Down Market

Individual Tax Planning in a Down Market

2022 is already coming to a close, which means it’s time to evaluate your year-end and tax planning strategies to set yourself up for success in the new year. In this on-demand webinar, our BerganKDV team discusses recent tax legislation proposals, planning opportunities, trending topics and what considerations you should make for your personal finances. The session covers the following:

  • The current state of the market
  • General 2022/2023 tax updates
  • Expirations for 2022 – what’s gone
  • New legislation – Inflation Reduction Act of 2022 and what it means for you
  • How to effectively manage capital gains and losses
  • Roth conversions / Backdoor Roth contributions
  • Charitable giving and gifting strategies
  • And more!


Interested in learning more about what BerganKDV can do for your tax and financial planning needs? Contact us today!

DATE: November 29, 2022
TIME: 11:00 am - 12:00 pm
PRESENTER: Various Presenters

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