SEK's Year-End Tax Updates & Impacts

Description

Stay ahead of the curve with SEK’s free webinar on year-end tax updates and impacts. Gain valuable insights and planning strategies for your 2024 and 2025 taxes. In this session, we will explore:

• How to choose between standard and itemized deductions and ways to maximize above-the-line deductions
• Strategies for charitable planning, managing tax brackets, and optimizing investment gains and losses
• Important updates on capital gains, net investment income, and tax-advantaged savings accounts
• Insights on expiring tax provisions, including the Tax Cuts & Jobs Act (TCJA) sunset
• Updates on SECURE 2.0 Act, including the automatic enrollment mandate, increased catch-up contributions for ages 60-63, retirement plan distributions, and more
• Tips on tax credits, avoiding underpayment penalties, and protecting yourself from tax scams

We will prepare you to navigate the evolving tax landscape and make informed decisions for your financial future.