💼 Taxes and Planning for 2025
Zoom (link below)
💼 Taxes and Planning for 2025
📅 Wednesday, January 8, 2025, at 10:00 AM PT
✨ Join Donald Morgan and guest expert Chris McGovern to explore tax updates and strategic planning options for the year ahead.
Here’s a Preview of Our Q&A
Donald Morgan:
Chris, what’s the most impactful change taxpayers should prepare for in 2025?
Chris, what’s the most impactful change taxpayers should prepare for in 2025?
Chris McGovern:
With potential changes to tax brackets and expiring credits, taxpayers must reassess their strategies. Updating retirement contributions, utilizing deductions, and preparing for legislative shifts can save thousands.
With potential changes to tax brackets and expiring credits, taxpayers must reassess their strategies. Updating retirement contributions, utilizing deductions, and preparing for legislative shifts can save thousands.
Donald Morgan:
How can taxpayers reduce liabilities related to capital gains?
How can taxpayers reduce liabilities related to capital gains?
Chris McGovern:
Strategic loss harvesting, proper asset allocation, and understanding Qualified Opportunity Zones are key. These tactics can significantly reduce your tax burden.
Strategic loss harvesting, proper asset allocation, and understanding Qualified Opportunity Zones are key. These tactics can significantly reduce your tax burden.
Donald Morgan:
What estate planning moves are vital this year?
What estate planning moves are vital this year?
Chris McGovern:
The potential reduction in estate tax exemptions highlights the need to update trusts, reassess gifting strategies, and consider life insurance as a tool for liquidity and legacy planning.
The potential reduction in estate tax exemptions highlights the need to update trusts, reassess gifting strategies, and consider life insurance as a tool for liquidity and legacy planning.
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#TaxStrategies #FinancialPlanning #Webinar2025
Disclaimers
Chris McGovern and Prudential Financial, Inc. are not affiliated with Independent Wealth Connections or LPL Financial. This webinar is for informational purposes only and does not constitute specific tax, legal, or investment advice. Tax laws are subject to change, and attendees should consult their tax or financial professionals to determine how these strategies align with their unique needs and goals.
