Year-End Tax Planning for High-Net-Worth Individuals

Optimize your tax position before December 31.

As the year draws to a close, it's crucial to begin organizing your 2022 taxes. Making the most of the deductions and tax-saving methods available to you by planning ahead of time will help you reduce your tax liability. In this webinar, our tax experts will dive deep into our annual year-end tax planning guide, which covers many topics, including wealth preservation for future generations and charitable giving.

Learning Objectives:

• Review the impacts of recent legislation
• Explain the potential results of charitable gifts and estate tax decisions
• Explore new income tax planning ideas

Speakers

• Debbie Vandeven, Partner, Tax, Armanino
• Leena Gupta, Partner, Tax, Armanino
• Jonathan March, Partner, Tax, Armanino