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Tax Strategies: The Basics & Beyond

Online Class

01/21/2025 @ 4:00 pm - 5:00 pm

Details

Date:
01/21/2025
Time:
4:00 pm - 5:00 pm
Event Category:

Description

This workshop helps employees plan in a tax-efficient manner, including tax basics, diversification, how to lower tax bills, record keeping, trusts, and when to call a professional.

Taxes are difficult to avoid, but there are ways for you to plan in a tax-efficient manner.  Join us to learn how things are taxed, ways to cut your tax bill, and the importance of keeping accurate records. Tax planning doesn’t have to be complicated.

In this workshop, you will learn about some simple strategies:

  • Ways to cut your tax bill
  • How to make the most of tax diversification and deferred programs
  • Knowing the rules for home sales, childcare credits, trusts, and more

Register