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

December 8, 2022 | 09:00 AM - 10:00 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

Reduce your year-end planning stress.

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


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