02 Nov
Fantastic year-end tax strategies for Professionals with Equity Compensation & Business Owners


Do you have equity compensation from your employer or do you own a business? Are you tired of getting surprised at tax time and finding out that you owe more taxes than you expected?

Now is the time to take action to reduce your tax burden for the 2023 tax year.

Sierra Pacific Financial Advisors is cordially inviting you to join us for this educational webinar titled “2023 year-end tax planning”. You will learn various tactics and actions that help you minimize your tax liability.

We will cover:

  • Strategies for exercising Stock Options and Restricted Stock Units
  • The Alternative Minimum Tax (AMT) – how to avoid it
  • Bunching Itemized Expenses to increase tax deductions
  • Accelerating expenses to reduce reportable income for Small Business Owners
  • Set up and funding of a Defined Benefit Plan
  • Maximizing SEP IRA contributions

Please join us on Thursday, November 2nd at 11:30 Pacific Time for a complimentary webinar on the benefits and actions you can take to help reduce your 2023 tax liability.

Date and Time

Thu, Nov 02, 2023

11:30a - 12:30p PST




Event Registration