2023 Year End Tax Planning Opportunities

Watch the 2023 Year End Tax Planning Opportunities recording below hosted by Scott Fischer, Principal at Enza Financial, and guest speaker Geoff Zion, CPA at Zion, Synek and Associates.

The following topics were covered:

  1. Individual year-end tax planning ideas
  2. Qualified Charitable Distributions (QCD) from IRA
  3. Business year-end tax planning ideas
  4. Ohio tax updates from biennial budget