Year-End Tax Strategies for Privately Held Businesses and Their Owners

November 29, 2022 | 10:00 AM - 11:00 AM PT

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Adaptive Insights Professional Services
of Interest
Career Benefits PTO
~60 Minutes
Time Allotment
This webinar is approximately 60 minutes of viewing time.

Webinar Content

Prepare for 2023 by reducing your 2022 tax exposure

Get your tax questions answered, as you prepare for 2023 and beyond.

Are you wondering how tax law changes impact you and your business? Have you considered how your exit strategy may affect your tax obligations? Now is the time to build a plan to minimize your liability for this year and next.

This tax planning webinar covers all of this and more to help you stay ahead of the curve, so you can close out 2022 and approach 2023 with confidence.

Learning Objectives:

  • Discover year-end strategies for privately held businesses
  • Discuss state and local tax changes, as well as year-end strategies
  • Evaluate the current M&A landscape


  • Tony Lam, Partner, Tax, Armanino
  • Brandee Tilman, National Managing Director, Tax, Armanino
  • Diane DeCesare, Partner, Tax, Armanino

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