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March

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

The 2023 tax season brings new challenges and opportunities. This community 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.

About the Presenters:

This educational workshop will be 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. 

Kenneth graduated from Penn State University, focusing on finance and law, and has over ten years of wealth management experience. He is passionate about developing tax-centered financial planning strategies and is committed to lifelong learning and client empowerment.

This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing.

Registration is requested and walk-ins are welcome, as space allows. To register by phone, call 302-298-3250.

 

Date

Mar 13 2024
Expired!

Time

2:00 pm - 3:00 pm

Labels

Library Workshop
Lewes Public Library

Location

Lewes Public Library
111 Adams Ave, Lewes, DE 19958
Category
Kenneth Reese, MSFS, CPWA® CFP®, CIMA®, CLU®, ChFC®, EA, AEP®

Organizer

Kenneth Reese, MSFS, CPWA® CFP®, CIMA®, CLU®, ChFC®, EA, AEP®
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