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2024 Year-End Tax Update

November 14, 2024 – Annual Year-End Tax Update Call

Our annual Year-End Tax Update Call is led by our Director of Tax & Financial Planning, Marc Verdi, CPA/PFS, CFP®. This client-only call provides an overview of potential new legislation and how it may affect your taxes in 2024 and beyond. In addition, it covers year-end tax planning strategies that may help lower your overall 2024 tax burden.

If you have any questions, they may be asked via the Zoom chat feature during the call or sent to your advisor in advance of the call. A full disclaimer is available at the bottom of this page.

Printable Invitation

 

POWERPOINT SLIDES AND CALL FOLLOW-UP:

  • PowerPoint Slides – click here
  • Video Call Recording – will be available here by November 19th
  • Audio Call Recording – will be available here by November 19th
  • Transcript – will be available here by November 22nd

MEETING DETAILS:

This meeting will take place on November 14th at 11am. If you are unable to attend, we will provide the slides, audio recording, video recording, and transcript. Details can be found above.  

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)?
  1. 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)
  2. Enter your information (this will only be shown to our team, not other attendees)
  3. 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.

    • Meeting ID: 870 2190 9132
    • Password (date of meeting): 111424
HOW DO I JOIN OVER THE PHONE?
  1. Dial this number: (301) 715-8592
  2. It will request the meeting ID (870 2190 9132) followed by #
  3. It will request a participant ID, you do not need one, just press #
  4. It will request the meeting password, enter 111424 (the date) followed by #
  5. 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 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.