How to Formulate Your Financial Plan for 2024 | Financial Solution Advisors, PLLC | 9 January 2024 | Webinar
Venue
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| Event Date |
Wed Jan 10 UTC (11 months ago)
In your timezone (EST): Tue Jan 9 7:00pm - Tue Jan 9 7:00pm |
| Location | Webinar |
| Region | All |
Details
Hosted by Financial Solution Advisors, this webinar brings together the expertise of the speakers to help you formulate your financial plan for 2024.
Webinar topics
• 1099 season essentials: navigate reporting and compliance effectively
• Maximizing quarterly estimated tax payments: tips for individuals and businesses
• Unveiling new tax credits: stay ahead with the latest opportunities
• Strategies for retirement plan contributions: optimizing financial planning
• Accounting for business expenses: decode complex rules and nuances
• Reimbursing yourself for business expenses paid personally
• Automobile expenses and reimbursements: navigating rules and rates
• Depreciation strategies: bonus, Section 179, and cost segregation insights
• Understanding passive activity losses: mitigating their impact effectively
• Estate planning and annual gifting: tax-efficient wealth preservation
• Choosing between S-Corporation and LLC: decision-making insights for businesses
Why attend?
• Gain invaluable insights from industry experts
• Get actionable strategies to optimize your financial approach
• Learn how to navigate complex regulations
• Plan for a prosperous 2024
Speakers
2024 Speakers
Isaac J. Brohinsky
Partner
Shelly Lingor
CEO & Partner
Joel C. Chamberlain
Founding Partner