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10+ Best Year End Tax Strategies for Business Owners

October 09, 2024
Theatre 3 LA

10 Best Year-End Tax Strategies for Individuals and Business Owners

As the year draw to a lose, it's crucial to optimize your tax situation to maximize savings and ensure financial stability. Join us for an insightful presentation where we will unveil the top 10 year-end tax strategies tailored for both individuals and business owners. 

What You'll Learn

1. Maximizing Deductions and Credits: Discover how to leverage available deductions and credits to reduce your taxable income. 

2. Retirement Contributions: Learn the benefits of contributing to retirement accounts and how it can impact your tax liability. 

3. Charitable Contributions: Understand the tax advantages of charitable giving and how to document your donations. 

4. Capital Gains and Losses: Explore strategies for managing capital gains and losses to minimize taxes. 

5. Business Expense Optimization: Identify deductible business expenses and how to properly document them .

6. Tax-Advantaged Investments: Gain insights into investments that offer tax benefits and how to incorporate them into your portfolio. 

7. Estate Planning: Learn about estate planning techniques that can help reduce estate taxes and protect your assets. 

8. Tax Law Changes: Stay updated on recent tax law changes and how they affect your tax planning. 

9. Tax Deferral Strategies: Discover methods to defer income and reduce your current tax burden. 

10. Year-End Tax Planning Checklist: Receive a comprehensive checklist to ensure you don't miss any critical tax-saving opportunities.

 

Who Should Attend

- High Income Individual taxpayers looking to optimize their tax situation 

- Small business owners seeking to maximize deductions and credits 

- Anyone interested in effective year-end tax planning 

 

Why Attend: 

- Expert Guidance: Learn from seasoned tax professionals with years of experience. 

- Actionable Insights: Walk away with practical strategies you can implement immediately. 

- Networking Opportunities: Connect with like-minded individuals and professionals. 

- Comprehensive Resources: Receive valuable materials and checklists to aid in your tax planning. 

 

Don't miss this opportunity to gain a competitive edge in your tax planning and ensure you're making the most of the available tax-saving strategies. 

Speakers
Angelica Roxas, Certified Tax Advisor - South Bay Tax Solutions

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