CE Event for CPAs: End of Year Tax Planning Strategies

Event Details

Join us for lunch as we discuss proactive planning and tax strategies for business owners, including:

  • 3 biggest mistakes your clients are making with Social Security and Medicare
  • The US Government is paying to set up and administer Pension Plans for your clients – let’s review Form 8881!
  • HSAs, Taxes, and 1099 SA’s – oh, my!
  • Qualified plan limits for 2024 and how to apply

Licensed CPA – 1 CPE Credit Hour

Hosted by:
Brian Hartstein, MSFS, CLU®, ChFC®, Bayntree Wealth Advisors
Andrew Rafal, Bayntree Wealth Advisors

Venue

Seasons 52 @ Biltmore
2502 E. Camelback Road Phoenix, AZ 85016

Date

Wednesday - November 15th, 2023

Time

11:30 am -1:00 pm

Map

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