2023 Early Financial Planning Strategies

Past Webinar

2023 Early Financial Planning Strategies

Start 01/17/2023 - 11:45 AM
End 01/17/2023 - 1:00 PM


Shocked by how much you owe for your 2022 taxes? Upset because you did not avail yourself of tax planning strategies in 2022?

Then this program is a MUST for you. Hear what you need to do NOW to lower your tax liability, and the liability of you clients, in 2023.

Topics include:

  • Account contributions
  • Self-employment retirement plans
  • Deductions: Standard vs. itemized
  • Annual gifting
  • Tax loss harvesting
  • Required minimum distributions
  • Qualified charitable distributions
  • Roth conversions
  • Survivorship life insurance

There will also be ample time to answer questions from the audience



Program co-sponsor: Barnum Financial Group

Faculty: Jeremy Hus, VP, Financial Planning, Barnum Financial Group

Moderator: Bari Chase, Esq., Director, NYCLA CLE Institute and Programs


1.5 NY Credits: 1.5 Skills; Transitional and Non-transitional; 1.5 NJ Credits: 1.5 General



To register: click the Register button below. The website will prompt you to log in or create an account to complete the checkout. If you are not a member, please join the membership before completing the checkout to take advantage of the member’s price. Registration closes 30 minutes before the program.

For technical and account-related issues, please get in touch with us at dradjabov@nycla.org

Webinar Link: After completing the checkout, you will receive a separate email with webinar access instructions. That email will arrive closer to the program start time. If you are still waiting to receive an access email 30 minutes before the program, please email cle@nycla.org.

Course Materials: We will email the link to download course materials 30 minutes before the program starts.

CLE Certificates (if applicable): After verifying your attendance, we will add your certificate to the “Download CLE Certificates” page, which you can access from your “My Account” page.

Member $25
Non-member $45
Tax Committee $15

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