Don’t Leave Money on the Table: Year-End Tax Tips for 2023

The financial landscape of 2023 was one that won’t soon be forgotten. Rising interest rates and a volatile stock market have stolen the headlines, but the one constant our clients can look forward to at year end is tax season. As a financial representative, one of the most powerful ways to showcase the value you bring to the table is by helping your clients strategize.

Our Year-End Income Tax Planning Strategies Webinar will review tax-saving items such as:

• Reviewing and leveraging available deductions and credits
• Harvesting tax losses to offset gains
• Making last minute charitable gifts
• Paying estimated taxes on time
• Completing retirement plan contributions or other strategies

For more on this topic –

Join us for this webinar and help your clients to pay less tax! With more available cash on hand, clients can have a nice treat or put more into their policies. Check out the marketing resources listed below that provide more information about year-end tax planning strategies and be sure to also register for our upcoming webinars.

Year-End Gift and Estate Tax Planning

Thursday, November 16

1:00 p.m. EST; 2:00 p.m EST

Register Now

1. The companies of National Life Group® and their representatives do not offer tax or legal advice. Please encourage your clients to seek tax or legal advice from their appropriate professional advisor.