Taxes and Elections and Sunsets, Oh My! Tax planning for 2024 and beyond.
Watch the video below to help you choose the moves that are right for you in this coming tax season. Everyone's tax situation is different, consult with a tax professional to come up with a financial plan well before year end.
Taxes and Elections and Sunsets, Oh My! Tax planning for 2024 and beyond.
Mon, Dec 2, 2024, 10am
Presented by Todd Koch, CPA, MBT
The elections are over. Whether your favorite candidate won or lost, now you have to plan on what to do next.
Even in times of uncertainty, you should look at trying to get to the best result over the years and this requires speculation for what may or may not happen in the future.
In this presentation we will discuss how the elections may impact you:
- What moves should you make in the next few weeks for your 2024 taxes?
- What may happen in the new Congress? What should I consider with the upcoming 2026 tax sunset provisions?
- While no one knows what will happen, it is good for you to be prepared for what may happen and have an idea of what the costs and benefits of potential changes have for you.
Registration required to attend and for a recording: https://umn.zoom.us/meeting/register/tJ0sdOChqzoqGtKhHZLuCKVYD0mM-W_U7Y2_
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~ Andy Whitman, FLC moderator
[email protected], 612 747 6015
Upcoming Events
Learn about writing memoirs, technology for seniors, campus architecture, and more at the fourth annual Age-Friendly University Day to be held in the McNamara Alumni Center on the Twin Cities campus in Minneapolis on Monday, June 23.
Professor Kathryn Pearson will be a special guest at the UMRA breakfast in June. This will be an opportunity to hear Professor Pearson’s perspective on President Trumps’s first 100 days, and to engage in discussion about what we, as individual citizens, can do in these challenging times for democracy.
Catch up with friends and former colleagues, meet new UMRA members, enjoy delicious food, and participate in the third annual UMRA Summer Social Quiz at the Como Lakeside Pavilion in St. Paul on Wednesday, June 25.
H is for Hawk: A Memoir on Grief and Falconry by Helen Macdonald, published 2016.
The UMRA Hiking Club will hike two wonderful county parks in Monticello, MN on Monday, July 7. Lynn Anderson will lead the hikes and we will meet at her home at 9:30 a.m. and carpool from there.
Our July 14 "hike" is a kayaking adventure on Bde Maka Ska (formerly Lake Calhoun) and Lake of the Isles led by Barb Friedman and Bev Moe.
The UMRA Book Club will discuss Daisy Jones and the Six by Taylor Jenkins Reid when it meets via Zoom on July 18.
Bill Doherty's April Living Well Workshop, Dealing with differences in a polarized world, inspired many UMRA members. He has very graciously agreed to hold a Skills for Disagreeing Better workshop for us in July. You will learn about the values and concerns of the other political side and practice skills for communicating more effectively in the presence of disagreement.
Still Life by Louise Penny.
Join hike leader Nanette Hanks on August 4th for a “Trail in Two Cities” hike.
The UMRA Book Club will discuss Blue Ribbon by Karal Ann Marling when it meets via Zoom on August 15.
Join Larry Micek, hike leader, on August 18th for a hike at Lake Elmo Park Reserve, located at 1515 Keats Avenue North, Lake Elmo, MN.
You are invited–join other UMRA members and friends for a late summer river cruise, this year on the Saint Croix River, departing from Stillwater Riverboat Company dock. Our lovely 2.5 hour private charter cruise on the Saint Croix National Scenic Riverway includes lunch, a cash bar, and the excellent company of friends and colleagues.
Daytrip Stillwater in the afternoon with friends! Make a day of it.
The Great Gatsby, by F. Scott Fitzgerald.