October 12, 2023
Don’t Leave Money on the Table: Year-End Tax Tips for 2023
Consider These Tax-Saving Action Items Before it’s Too Late!
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
You have direct access to the Advanced Markets Team for case consultation and point-of-sale support.
Learn more about the team on NationalLife.com
Need Help? Contact us at 1-800-906-3310, Option 1
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- 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.
