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.