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Get Ahead this Tax Season: Tax Changes for 2023 & What It Means for You

Get Ahead this Tax Season: Tax Changes for 2023 & What It Means for You

In-Person

 

The 2023 tax season brings new challenges and opportunities. This workshop will guide you through the complexities of the latest tax reforms. Understand how these changes impact your investments and retirement planning, and learn strategies to optimize your financial position. What to Expect:

  • Insightful Overview: Explore the 2023 tax brackets, rates, and significant changes.
  • Strategic Planning: Discover techniques for managing taxes, including retirement plan contributions and tax-sensitive asset allocation.
  • Practical Solutions: Learn about managing capital gains and losses, maximizing deductions, and navigating the modified tax landscape.
  • Interactive Discussion: Tailored advice and answers to your specific questions.

Join us to arm yourself with the knowledge and strategies needed to navigate the tax reforms effectively and confidently.

This program is presented by Kenneth Reese, MSFS, CPWA®, CFP®, CIMA®, CLU®, ChFC®, EA, Partner and Financial Advisor of Black Diamond Financial Solutions and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council.

This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing. To register by phone, call 1-302-298-3250.

Registration is requested. Walk-ins are welcome as space allows.

Date:
Wednesday, March 13, 2024
Time:
2:00pm - 3:00pm Eastern Time
Location:
Computer Training Room
Library:
Lewes Public Library
Audience:
  Adults     Older Adults  
Categories:
  Community and Culture  

Registration is required. There are 12 seats available.