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2023 Year-End Tax Planning
In the face of an ever-changing tax landscape, strategic planning is more vital than ever. CRI’s Year-End Tax Planning webinars provide valuable insights for taxpayers and businesses as they navigate the complexities, obstacles, and tax policy changes that the 2023 tax year brings to the table. Reducing penalties, maximizing available funds, and making the most of potential aid and deductions are the name of the game this planning season. Join us for these live events as CRI tax advisors guide you through evolving tax law updates, tried and true planning strategies, and other best practices to make this filing season the smoothest possible for both your business and your personal tax situation.
Live webinar attendees are eligible for 1 CPE credit hour per webinar attended.
Year-End Tax Planning for Individuals
Thursday, November 14th, 2023
10:00 – 11:00 a.m. (CT)
Presenters
- Stephanie Spinucci, Partner, Charleston, SC
- Tom Monte, Partner, New Bern, Goldsboro, NC
- Kris Hoffman, Partner, Tax Service Line Leader, Corporate, Nashville
Learning Objectives
- Understand some of the most pertinent recent tax policy changes
- Identify year-end planning techniques that businesses and individuals can implement to potentially reduce income tax
- Pinpoint areas where tax law changes may impact your business or personal tax circumstances
CPE Information
- Participants will earn 1.0 CPE credit(s).
- Field of Study: Taxes (Technical)
- Prerequisites: None
- Advanced Preparation: None
- Program Level: Basic
- Delivery Method: Group Internet Based
Year-End Tax Planning for Businesses
Thursday, November 14th, 2023
2:00 – 3:00 p.m. (CT)
Presenters
- Tiffany Orr, Partner, Atlanta, GA
- Brian Whitfield, Partner, Nashville, TN
- Kris Hoffman, Partner, Tax Service Line Leader, Corporate, Nashville
Learning Objectives
- Understand some of the most pertinent recent tax policy changes
- Identify year-end planning techniques that businesses and individuals can implement to potentially reduce income tax
- Pinpoint areas where tax law changes may impact your business or personal tax circumstances
CPE Information
- Participants will earn 1.0 CPE credit(s).
- Field of Study: Taxes (Technical)
- Prerequisites: None
- Advanced Preparation: None
- Program Level: Basic
- Delivery Method: Group Internet Based