Tax Talks: Changes to RMDs & Tax Planning for Your Clients скачать в хорошем качестве

Tax Talks: Changes to RMDs & Tax Planning for Your Clients

Webinar Date: October 17, 2024 🎃 Welcome to "TPN Tax Talks October 2024" hosted by Gary DeHart, featuring tax expert Christine Gervais! This insightful session covers the latest tax and retirement planning updates from the Secure 2.0 Act, including important changes to Required Minimum Distributions (RMDs) and 2024 tax strategies. 👻 We kick things off with a fun Halloween candy-themed intro before diving into key topics, such as: New RMD age increases (up to 75 by 2032!) Reduced penalties for missed RMDs Catch-up contributions for those 50+ Gift tax exclusions, adjustments to deductions, and tax bracket shifts. 📈 Learn how to engage clients proactively and enhance your tax practice efficiency with recommended tech tools. Plus, don’t miss out on our promotion for the "Be Insightful" premium content program! 🔗 Connect with Christine Gervais on LinkedIn 👉   / %e2%ad%90%ef%b8%8fchristine-gervais%e2%ad%...   🔗 Check out our premium content on Insightful Accountant for a deeper dive into tax technology: https://blog.insightfulaccountant.com... - - - Connect with Insightful Accountant! Website 👉 http://insightfulaccountant.com/ Subscribe to our newsletter 👉 https://share.hsforms.com/1dMqiJdN7Rb... Twitter 👉   / insightfulactnt   Facebook 👉   / insightfulactnt   LinkedIn 👉   / insightful-accountant   YouTube 👉    / @insightfulaccountant   Instagram 👉   / insightful.accountant   #taxtalk #webinar #accounting #enrolledagents #taxplanning #taxseason #rmds