Tax Planning Strategies for Individuals

A Moss Adams webcast, presented by Michelle VanDellen, Partner, Charity Falls, Managing Director, and Dominic Cellitti, Senior Manager, on December 5, 2024.
In the first session of our Year-End Tax Planning Webcast Series, we’ll delve into personal tax planning and wealth management considerations.
With the looming sunset of the increased lifetime estate tax exemption and potential changes under the new administration, this is the perfect opportunity to learn effective strategies for tax year 2024 and beyond.
On-demand webcasts are NOT eligible for CPE.