Individual Tax Planning in a Down MarketNovember 29, 2022
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!