Upcoming Events

Individual tax-planning tips

2/9/2023 01:00 PM - 02:00 PM (CT)

Type: Live Webinar

Service: CPA Tax Services

Seats Remaining: 287

Event Contact:

Name: Forrester Allen

Phone: 404.420.5720

Email: forrester.allen@wipfli.com


You're invited to a webinar on individual tax-saving tips and strategies

Wondering if there’s still anything you can do for the 2022 tax year? Do you have the right plan in place for 2023? Are you scrambling to gather all of your tax documents and unsure of what you need to bring to your tax advisor? Wipfli can help.

Join private client specialists and thought leaders from Wipfli in an exclusive webinar on Thursday, February 9, 2023, that will show you how to take the stress out of tax preparation and planning. 

By attending, you'll learn:

  • What you can still do for the 2022 tax year
  • Tips and proactive strategies you can use for the 2023 tax year
  • How to be prepared when connecting with your tax accountant

Space is limited, so please don’t wait to register.

Unable to attend due to a scheduling conflict? Sign up anyway and we’ll send you a link to the webinar recording after the event for on-demand playback when it’s more convenient for you. Plus, we'll send you invites for future events.

Speakers

Chuck Martin, CPA, PFS, CITP
Partner
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Kathy Frable, CPA
Director
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Chris Lockhart, CPA
Partner
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Moderator

Karen Martin, CPA
Senior Manager
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Q&A point person

Ryan Usalis
Senior Manager
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