November Luncheon
"YEAR END TAX PLANNING"
2024 year-end tax planning including key tax considerations, retirement planning, estate and gift taxes, small business planning opportunities and additional tax issues. The schedule sunset of provision of the 2017 Tax Cuts and Jobs Act is around the corner, what should taxpayers be considering as we approach 2025 and before 2026. In addition, with the 2024 election results, what impact will this have on the tax proposals and tax legislation.
Presented by: Rachel Votto, CPA, AEP
Rachel Votto joined BDG-CPAs in 1999 and was admitted as a partner in 2008. Starting in 2003, she has concentrated mostly in the tax area and was promoted to partner-in-charge of BDG-CPAs tax services in 2012. She is head of all operations since 2022.
Rachel serves many corporate and partnership clients including closely held businesses to multinational corporations with experience on acquisitions, reorganizations, international, multistate structures and complex tax planning strategies to assist clients in maximizing tax savings. She also provides comprehensive financial planning to executives and high net worth individuals, including trusts and estates.
Rachel is a member and past President of the prestigious Estate Planning Council of Bergen County. She is also a board member of the prominent National Association of Estate Planners & Councils. She has made various presentations in New York and South Carolina on new tax legislation and other tax topics. Rachel has strong technical and analytical skills and keeps current on tax issues and developments.
She is a graduate of Villanova University and also holds a masters degree in taxation. She enjoys being active and spending time with family and friends, and her place at the beach, loving the ocean, as she grew up in Southern California.
