Date/Time
Date(s) - February 9, 2023
2:00 pm - 3:30 pm
Categories
“Integrating Tax and Financial Planning: Help your clients prepare for the up coming tax season”
Meredith Johnson, CPA, CFP® , BPM
In this session, we will discuss the latest tax changes related to Secure Act 2.0 and how they may impact clients. We will look at planning considerations and hypotheticals related to both the current and enacted law, and look ahead to tax provisions scheduled to expire in the next 24 months.
About the Speaker:
Meredith has deep experience in not only accounting, but financial planning and analysis, project management and business development. She works with clients based on a holistic approach to taxation, in the areas of estate planning and business succession particularly. Meredith excels in coordinating the needs of diverse stakeholders, managing multi-stage projects and synthesizing complex data.
Her specialties include Financial Planning, Tax Planning and Compliance, Project Management, Business Strategy, Financial Modeling and Analysis, Employee Training and Development and Public Policy Analysis and Advocacy. Meredith Johnson holds an active CPA license in California.