SC&H tax professionals and financial advisors will share insights on the latest tax legislation, master year-end tax planning for 2023, and how to minimize your tax liability in 2024.

Participants will learn:

• Tax-efficient investing strategies, from 529 plans to Roth IRA conversions.

• Tailored retirement plans for business owners and multi-year financial planning tactics.

• In-depth insights into pass-through entity elections, the Qualified Business Income Deduction, and IRS Employee Retention Credit updates.

• Expert guidance on navigating tax complexities, including investment interest expenses and compliance with the Corporate Transparency Act.

• Key updates on NOL utilization and GILTI/FTC/R&D tax deductions.