Financial Professionals

Chapter events

Chapter meeting
November 15

Metropolitan Ballroom, Golden Valley
7:00 am - 10:00 am

Keeping Up with the Code: 2022 Federal Tax Update
Presenter: David Peters, CPA, CFP®, CPCU, AST, MBA

Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a financial advisor is keeping up with all of the changes in tax legislation. Through practical examples and discussion, this session will discuss the key provisions of the Inflation Reduction Act of 2022 as well as hot topic areas in the world of taxation, such as virtual currency, the overall limit on business losses for noncorporate taxpayers, and some of the tax rules to keep in mind when selling a business interest. Also, what about those changes to the RMD rules? We will discuss those Proposed Regulations as well!

Option to join via Zoom will be offered.
RSVP by November 11, 2022

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