Presented on March 19, 2024
Michelle VanDellen, Partner, Private Clients Practice
Charity Falls, JD, LLM, CFP®, Managing Director, Private Clients
Now is a great time to consider tax planning strategies for the year ahead. View for our webcast, Uncovering Tax Planning Opportunities for 2024 and Beyond, in which our tax and wealth management professionals will provide an overview of opportunities and key considerations for 2024.