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!