TAX WORKFLOW
Year-end tax planning
How to handle tax updates

Speakers
Michael Sonnenblick
Deborah M. Petro
Debbie Tam
What you will take away
Our industry experts dive deep into essential year-end preparations for both individuals and businesses, along with offering a comprehensive look at the latest payroll changes and 2024 proposals. If you provide payroll services, you won’t want to miss this webcast!
Topics include:
- SECURE 2.0 Act retirement changes
- Expert advice tailored for individuals
- Business-focused strategies and advice
- Sample client letters and practice aids
- Additional general guidance for your practice
This webcast offers expert knowledge you can use in your tax and accounting practice immediately, and valuable insight from a leader in the payroll profession. Join Michael Sonnenblick, Deborah Petro, and Deborah Tam as they clarify many year-end tax updates and revisit changes that have occurred in 2023 to best prepare your firm for 2024.
Professional tax software for tax preparers and accountants to optimize workflow and increase profitability