Year-End Tax Planning for Individuals Webinar

Please note: CPE was only available for the live webinar, CPE is not available for webinars on demand.

For individuals, understanding the tax implications of your financial decisions are vital. Join our seasoned experts as we explore key considerations for optimizing your tax situation as we approach the close of 2024. Our experts will discuss a spectrum of topics including income, gift, and estate tax-savings strategies to help you make the most of your unique situation.

Mark Gaudet, CPA, CFP, serves as an advisor to corporate executives, high net worth families, and closely-held businesses and their owners. He assists clients with their income, estate and gift taxation planning, as well as compliance matters. Mark is a senior member of both the firm’s Personal Wealth Planning and Executive Assignment Groups, which specialize in asset planning strategies.

Larry Powell, CPA, CFP, is an estate, gift, and trust tax specialist, and was named Chair of the firm’s Personal Wealth Planning Services Group. His specialties include income tax planning, estate planning and business succession planning. He is also a member of the firm’s Tax Committee, ensuring the overall quality control of the firm’s tax practice. Income tax preparation and planning are critical to preserving wealth, and Larry has over 24 years of experience working with individuals and business owners in this capacity.

Brendan Walsh, JD, MBA, CCSP, concentrates his practice on tax consulting for businesses and their owners. His work focuses on strategic tax planning to minimize tax exposure, specializing in fixed asset strategies, depreciation, cost segregation, and tangible property regulations in the construction and real estate industries. With over 10 years of experience, Brendan has worked with companies ranging from start-ups to billion-dollar, publicly traded entities.