Webinar Summary: Navigating Expiring Tax Provisions & the Current Market Landscape
Posted by Maria Gambacorta on February 13, 2025
The Lumsden McCormick webinar Navigating Expiring Tax Provisions and the Current Market Landscape took place on February 12, 2025 via Zoom. The key topics discussed included the expiration of TCJA provisions, higher tax rates, changes in standard deduction and personal exemptions, return of certain deductions, the impact of the Alternative Minimum Tax (AMT), and retirement plan provisions and tax credits. The event also featured a financial market update. Read a summary of the presentation here.
Presenters
- Amanda Ornowski, CPA - Tax Principal, Business Tax | Family Wealth and Estate Planning
- Austin Robare, CPFA - Financial Advisor, Lumsden McCormick Financial Services
Resources
Watch Webinar Recording (on YouTube)
If you need any further details or have any specific questions related to your business or personal finances, contact Maria Gambacorta, Director of Marketing.
for more information
Maria provides support of all marketing functions to Lumsden McCormick and Brisbane Consulting Group. Her responsibilities include corporate communications, public relations, proposal writing and design, CRM facilitattion, newsletter management, advertising and sponsorships, organizing technical seminars and special events, and website design. Maria works directly with partners and staff to ensure that clients receive the highest level of service in the industry. She has been with the Firm for over 25 years.