Recent Tax Changes: Implications on Tax Returns & Financial Planning

Thursday, May 16, 2024 2:00 p.m. ET / 11:00 a.m. PT 60 Minutes

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Did you know that the SECURE Act 2.0 could dramatically impact tax returns and financial plans in 2024 and beyond? If you are ready to help your clients pursue their financial goals more effectively and differentiate your practice from the competition, join Jennifer Jones, CPA and Elvis Medica as they delve into the recent tax changes and their implications for tax returns and financial planning.

Don't miss out on this opportunity to gain actionable information about:

RMD Rules
Expanded Roth Contributions
Retirement Plan Start-Up Credits
And more

_{The Avantax® family of companies exclusively provides investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting, or legal services, Avantax representatives may offer these services through their independent outside business.}

Arizent is pleased to be able to offer CFP CE credit for this web session. It is imperative that you adhere to the following instructions to obtain credit. To receive the credit, you must be in attendance for the complete session. Arizent is not responsible for late arrivals or connections issues. At the end of the seminar you must input your CFP numbers to receive credit. Credit will be reflected on your respective accounts within a month from the webinar.