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March GMM: Practical Insight Into Financial & Tax Planning Strategies
March 20 @ 11:30 am - 1:30 pm
Get ready for the upcoming General Membership Meeting, featuring “Practical Insight into Financial and Tax Planning Strategies” presented by WestPac Wealth Partners.
As the financial and tax landscape continues to evolve, staying informed is essential. WestPac Wealth will share practical insights on financial and tax planning considerations, along with strategies related to retirement planning, employee retention, and business succession to help firms plan ahead with confidence. Presentation topics will include:
- Financial and Tax Planning Realities
- AEC Business Planning Concepts
- Industry-Specific Credits
- Retirement Plan Changes
- Compensation & Employee Retention Strategies
- Business Transfers & Succession Planning
Gain the insights you need to navigate financial and tax planning decisions with confidence in the year ahead.