Webinar/Podcast
Year End Tax Planning: 5 Valuable Tips for 2023 & Beyond
Jump to Recording
Jump to Questions and Comments
While most of the COVID-19 related programs may be behind us, left in its wake is most likely a very confusing tax picture. Many are left wondering if they have done everything correctly on their prior year returns. And not really sure what their tax picture looks like in 2023 with higher sales but also higher wages and often-times lower margins.
During this webinar, Anne will cover the key tax issues to help give you a clear picture of your tax scenario and options for the 2023 tax year.
Key Topics:
- ERTC update - latest guidance from the IRS on filings and receipts of refunds
- ERTC tax summary - IRS requirements for reporting ERTC credits received
- “Bonus” depreciation update - ‘Bonus’ or accelerated depreciation rules have changed and continue to change in 2023 and beyond.
- State pass through rules - New rules in many states for reporting taxable income at the state level for passthrough entities.
- Tax tips - 5 tax strategies to help save money on your 2023 return.
About the Presenter:
Anne Gannon
CPA, Founder and Chief Principal of The Largo Group
Anne has 15+ years of experience and began her career as a CPA with a big-five accounting firm in Boston, MA where she quickly realized the only winner in the 'busy season' approach was the accounting firm. As the daughter of a life-long entrepreneur, Anne set out to form The Largo Group based on the fundamental ideal that monthly accounting and tax services could be done in a more efficient way.
Related Resource:
Download the Slides
Preview
This form is available in the following formats. You must have a compatible program installed on your computer to use them.
Click to Download Adobe PDF format
Attendee Questions & Comments
Question 1: What was the most valuable idea or insight you received?
Question 2: What is the #1 thing that you will try or do differently because of the webinar?
