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
UMRA Book Club I will discuss The Silent Patient, a psychological thriller and debut novel by Alex Michaelides, when it meets via Zoom on Friday, July 17.
Two major conferences, one organized by the Association of Retirement Organizations in Higher Education (AROHE) and the other by the Big Ten Retirees Association (BTRA), will take place this year. The AROHE conference will be held in Florida and the BTRA conference will be hosted by UMRA on the UMN campus.
The AROHE conference invites all interested retirees and university faculty and staff to reimagine retirement. You are invited to register if interested at https://www.arohe.org/2026-Conference.
The BTRA is being hosted by UMRA this year. Leadership of retiree organizations around the US will convene to share competencies. Attendance is restricted.
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10:30 a.m. check in; 10:45 boarding; cruise from 11 a.m. to 1:30 p.m.
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Ticket price includes lunch: chef's sandwich, garden salad, fruit, chips, and cookies. Coffee, iced tea, and lemonade are complimentary and there will be a cash bar for other beverages. A vegetarian sandwich can be selected during registration.
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