When: Wednesday, December 4, 2024
Time: 11:00 a.m. PT | 12:00 p.m. MT | 1:00 p.m. CT | 2:00 p.m. ET

As we approach 2025, it's the perfect time to start thinking about everyone's favorite topic—taxes! Why should you start planning now? Estimating your current income, deductions, and credits can help you figure out what steps you can take before year-end to potentially lower your tax bill.

Remember, many tax-saving opportunities must be taken before December 31 to apply to the 2024 tax year—so it’s critical to act now. Plus, planning for your fourth-quarter estimated tax payment in advance gives you the time to strategize on how to fund it, especially if it turns out to be higher than expected.

We’ll also cover important updates, including post-election tax changes and the sunsetting provisions of the Tax Cuts and Jobs Act, to help you better plan for the future.

Therese Tippie and Chad O’Neill will discuss:

• The importance of early tax planning
• Key changes in the 2024 tax landscape
• Year-end tax-saving opportunities
• Preparing for 2025 and beyond, including the sunset of the Tax Cuts and Jobs Act
  

Have questions? Send them to webinar@epwealth.com and we'll address them live.

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Disclosures:

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