Digesting Your 2023 Tax Return

• Have you ever wondered where the numbers on your tax return come from and why they might not be what you expected?
• Do you know the difference between your marginal and effective tax rates and how they should impact your tax and financial decisions?
• Did you know that your return can provide valuable insights that can uncover significant financial planning opportunities?
This one-hour webinar is presented by Davis & Hodgdon Partner Matthew Cleare, CGMA, CPA and *Copper Leaf Financial Senior Wealth Advisor Breanna Sykes, CFP®.
The topics covered will include:
• A brief 1040 overview (the main sections that every taxpayer should understand, in layman’s terms)
• Identify key income amounts (how can you use this information?)
• Insights on your tax return from the perspective of a CPA and Financial Planner
Don’t miss this opportunity to learn more about the anatomy of your tax return, and how you might be able to use that information to plan better for the future!
*Copper Leaf Financial is an affiliated and separately registered entity.
This presentation and the information set forth herein was prepared for informational and discussion purposes only. Any reproduction or distribution of this presentation, in whole or in part, or the disclosure of its contents without the prior written consent of Copper Leaf Financial, LLC (“CLF”) is prohibited. The information provided herein is not intended to be a complete summary of all available data and includes opinions of CLF that are subject to change without notice. Certain information is based on third-party sources, which information, although believed to be accurate, has not been independently verified, and may be subject to change without notice to CLF, and no warranty is made with respect thereto. This presentation does not constitute an offer to sell or a solicitation of an offer to purchase securities, or any other product sponsored or advised by CLF or its affiliates, nor does it constitute an offer or a solicitation to otherwise provide investment advisory services. This is for information purposes and should not be construed as an investment recommendation. All investments involve risk and are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Past performance is no guarantee of future performance. Copper Leaf Financial is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.