Signature Tax Event 2022 Deck FINAL | Page 42
Today ’ s Topics
• Individual Year End Tax Strategies
• Charitable Gifting
• Tax Investment Plays
• Retirement and Other Individual Updates
• Estate and Gift Tax Exclusion Limits
• Estate and Gifting Strategies
Signature Tax Event 2022 Deck FINAL | Page 41
Signature Tax Event 2022 Deck FINAL | Page 43