November 14, 2023
11:00 am - 12:00 pm

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Key Tax Planning Considerations for the 2023 Tax Year

1 CPE credit is available for this webinar.

It’s almost time for our most heavily attended webinar annually! As the calendar year draws to a close, now is the time to consider your 2023 tax liability and arm yourself with the right tax planning knowledge to finish the year on a high note.

Join GRF’s tax experts for our annual tax planning webinar as we explore best practices for reducing your tax liability. The session will cover key year-end tax planning considerations aimed at individuals, families, and small businesses, including how to take advantage of significant tax credit opportunities.

Discussion topics include:

  • Tax considerations for individuals, covering current deductions and other ways to reduce tax liability.
  • Tax considerations for businesses, including an update on the Employee Retention Credit, pass-through entity taxes, and other ways to reduce business-related income.
  • 2023 tax law changes and reminders.


Troy Turner 2022

Troy Turner, CPA

Vice President and Partner, Tax

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GRF Ryan Ham, CPA

Ryan Ham, CPA

Partner and Director, Tax

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Richard Bell, CPA, J.D.

Principal, Tax

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Additional Program Details

  • Learning Objective: To provide attendees with a better understanding of how you should position your assets for the best tax advantage.
  • Instructional Delivery Methods: Group Internet-based
  • Recommended CPE: 1.0 CPE
  • Recommended Fields of Study: Taxes – Technical
  • Prerequisites: None Required
  • Advance Preparation: None
  • Program Level: Basic
  • Course Registration Requirements: None
  • Refund Policy: No fee is required to participate in this session.
  • Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details.
  • Complaint Resolution Policy: GRF CPAs & Advisors is committed to our participants’ 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns.