ON-DEMAND WEBINAR

2024 year-end tax planning strategy

During tax busy season, the primary focus for most firms is simply getting through all the work. Forward-looking firms keep an eye on the bigger picture and the opportunities that exist during this time.

This conversation will delve into the crucial strategies and insights for firms and their clients as the year draws to a close. Industry experts Paul Miller, owner and founder of Business by Design, and Shaun Hunley, Tax and  Accounting Executive Editor at Thomson Reuters, will guide participants through the complexities of year-end tax planning.

The discussion is structured into three sections:

  • Planning for your firm
  • Planning for your clients
  • Actionable next steps

Seize this opportunity to gain valuable insights and position your firm for success in the coming year. Join the conversation and elevate your year-end tax planning strategies!

Get access to the on-demand webinar