November 14, 2024 – Annual Year-End Tax Update Call
Our 2024 Annual Year-End Tax Update Call was led by our Director of Tax & Financial Planning, Marc Verdi, CPA/PFS, CFP®. This client-only call offered an overview of potential new legislation and how it may affect your taxes in 2024 and beyond. In addition, it covered year-end tax planning strategies that may help lower your overall 2024 tax burden.
If you have any questions, please send them to your advisor. A full disclaimer is available at the bottom of this page.
POWERPOINT SLIDES AND CALL FOLLOW-UP:
Note: On November 14th, following our presentation, we learned that the IRS issued a release that the qualified charitable distribution (QCD) limit for 2024 has been increased to $105,000, and for 2025 it will be $108,000. Please note that this change is not included in the slides or presentation.
MEETING DETAILS:
This meeting took place on November 14th at 11am. For those who were unable to attend, our slides, audio recording, video recording, and transcript are made available after the call.
HOW DO I JOIN THE MEETING?
You may choose to join virtually (through the computer) or over the phone. Joining over the computer will allow you to view the slides on your screen as Marc is speaking, see Marc on video, and ask questions through the chat as they arise. Not all questions asked through the chat will be answered on the call. Depending on the nature of the question or the time available, some questions may be answered by your advisor following the call.
HOW DO I JOIN VIRTUALLY (ON THE COMPUTER)?
- Click here to access the zoom meeting (there may be a pop-up box asking to open zoom meetings, you will need to allow it to open)
- Enter your information (this will only be shown to our team, not other attendees)
- If joining early, you’ll see a box saying “Please wait for the host to start the meeting” – the meeting will begin at the start time
If you have any issues with the link above, you can also join by clicking here, and entering the following information.
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- Meeting ID: 870 2190 9132
- Password (date of meeting): 111424
HOW DO I JOIN OVER THE PHONE?
- Dial this number: (301) 715-8592
- It will request the meeting ID (870 2190 9132) followed by #
- It will request a participant ID, you do not need one, just press #
- It will request the meeting password, enter 111424 (the date) followed by #
- You will be joined into the meeting as soon as it begins
WHAT IF I CANNOT JOIN? WILL THERE BE A REPLAY OF THE CALL AVAILABLE?
Yes! We will have an audio recording, video recording, PDF of the slides, and transcript available following the call. Each file will be uploaded to this page as soon as it is available.
Disclaimer:
Our Annual Year-End Tax Update call is intended for the exclusive attendance of Godsey & Gibb Wealth Management clients. The information contained in this call is for educational purposes and should not be substituted for personalized tax advice from Godsey & Gibb Wealth Management or used to guide investment and/or other financially-related decisions. In addition, while the information on this call is provided in good faith as of the time of the call, we make no representation or warranty of any kind regarding its accuracy, validity, reliability, or completeness. For our full disclaimer, click here.