Financial Services Coffee Chat: Year-End Tax Planning

Now Virtual Only
December 15, 2022 8:30 am 10:00 am

Due to an unforeseen speaker conflict, our year-end tax planning event for the Financial Services industry will be moving to virtual-only on December 15th.

If you had already registered, please re-register via the Zoom link. We apologize for any inconvenience.

Main topics to be discussed include:

  • Tax Loss Harvesting
  • Tax Planning Using Wash Sales
  • NYS/NYC Pass-Through Entity Tax (PTET) Update
  • Abandonment of Partnership Interest
  • Bonus Depreciation & Section 179 Deductions
  • Excess Business Loss Limitations Refresher
  • Qualified Small Business Stock (QSBS)

CPE: 1 Credit in Tax

Prerequisites/Advanced Preparation: None

Program Level: Basic

For additional information, please contact Kimberly Elardo at 212.863.1455 or by email at [email protected].

  • Services

  • Industries