The Tax Tango Presentation

We presented on; BEYOND THE RETURNS: Managing the Hassles of the Modern Tax Practice for the American Institute of Certified Tax Planners. Learn about the legislative changes that Congress made to IRC 170(h) as part of the Omnibus spending bill at the end of 2022. We explore tax planning opportunities like Roth conversion, 1031 exchange, and balancing of long term capital gains or ordinary dividends.