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Tax Strategies from a CPA for 2023/2024

November 9, 2023 @ 8:30 pm 9:30 pm EST

Please note your TIME ZONE!

This Course is a Live Webinar and will be live-streamed:

8:30 pm ET, 7:30 pm CT, 6:30 pm MT, 6:30 pm AZ, 5:30 pm PT

CDE: 1 hour

With less than 70 days remaining in the year, it’s an important time for a tax strategies refresher. Know how to maximize contributions in tax-deferred accounts for 2023 and become familiar with how the new Secure Act 2.0 rules, that will take effect in 2024, could benefit you.

Join us for an exclusive session with Tom Whalen, a seasoned CPA renowned for crafting money-saving tax strategies for dentists.

IN THIS WEBINAR, YOU’LL LEARN:

  • How to identify tax-deferred accounts and optimize contributions
  • A comprehensive overview of the Secure Act tax law changes benefiting dentists
  • Proven techniques to reduce your taxes over multiple years

Don’t miss this opportunity to stay updated to make informed financial decisions!

This activity has been planned and implemented in accordance with the standards of the Academy of General Dentistry Program Approval for Continuing Education (PACE)

through the joint program provider approval of CE Zoom and Dentist Advisors. CE Zoom is approved for awarding FAGD/MAGD credit.

AGD Subject Code; Self-Improvement – 770

Course Contact: becky.pfisterer@dentistadvisors.com

Course Categories: Data Management, Accounting or Similar Topics,Personal Money Management (Finances, Investments, Estate Planning, Tax Planning, Personal Profitability),Practice Finance

Provider Approval: Nationally Recognized (AGD-PACE) Academy of General Dentistry Program approval for Continuing Education

Educational Type: Live

Educational Method: Lecture

Prerequisites :

none

Sponsor(s): None

Conflict of Interest Disclosure: None

All CE Zoom related support:support.cezoom.com

Free 1 CE credit

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