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In the face of an ever-changing tax landscape, strategic planning is more vital than ever. CRI’s Year-End Tax Planning for Individuals & Families provides valuable insights for taxpayers as they navigate the complexities, obstacles, and tax policy changes that the 2024 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 this live event as CRI tax partner James Wright and Senior Manager Lucy Brenner guide you through evolving tax law updates, tried and true planning strategies, and other best practices to make this filing season the smoothest possible.

2024 Year-End Tax Planning for Individuals & Families: Strategize, Optimize, Maximize

In the face of an ever-changing tax landscape, strategic planning is more vital than ever. CRI’s Year-End Tax Planning for Individuals & Families provides valuable insights for taxpayers as they navigate the complexities, obstacles, and tax policy changes that the 2024 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 this live event as CRI tax partner James Wright and Senior Manager Lucy Brenner guide you through evolving tax law updates, tried and true planning strategies, and other best practices to make this filing season the smoothest possible.

Date

November 12, 2024

Time

10:00 am - 11:00 am

CDT

Organizer

Carr, Riggs, & Ingram

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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

Presenters

  • James Wright, Partner, Niceville, FL
  • Lucy Brenner, Senior Manager, Charleston, SC

Relevant insights

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