It is time to start preparing for your 2023 tax returns. What you will learn during this webinar, includes:
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It is time to start preparing for your 2023 tax returns. What you will learn during this webinar includes:
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How to best estimate a 2023 tax refund
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Changes in tax rates and brackets, higher standard deductions, eliminated personal exemptions
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Changes to itemized deductions and increased Child Tax Credit – and what all this could mean for you!
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How to use retirement accounts to reduce your 2023 tax bill — by contributing to a 403(b) and/or 457(b) Retirement Plan or Individual Retirement Account; boosting your retirement plan savings rate; for workers Age 50 and older, making catch-up contributions to retirement accounts; claiming the Saver’s Credit or donating an IRA distribution to charity.
Meet the Financial Planners from Stacey Braun Associates
Gerry McGahran
IRS Enrolled Agent
Certified Financial Planner™
Paul Kiley
Masters in Taxation
IRS Enrolled Agent
Certified Financial Planner™
David Bonington
Masters in Finance
Certified Financial Planner™
Stacey Braun Associates is the provider of the Half Hollow Hills Teachers Association free financial planning program. Stacey Braun Associates does not earn money from commissions. The only thing the firm’s planners “sell” is advice, which is paid for by the Half Hollow Hills Teachers Association.