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Digesting Your 2023 Tax Return with Davis & Hodgdon
October 29 @ 12:00 pm - 1:00 pm
FreeDigesting Your 2023 Tax Return
Click here to register.
- Have you ever wondered where the numbers on your tax return come from and why they might not be what you expected?
- Do you know the difference between your marginal and effective tax rates and how they should impact your tax and financial decisions?
- Did you know that your return can provide valuable insights that can uncover significant financial planning opportunities?
Join us on Tuesday, October 29th at 12pm Eastern for “Digesting Your 2023 Tax Return” presented byDavis & Hodgdon Partner Matthew Cleare, CGMA, CPA and *Copper Leaf Financial Senior Wealth Advisor Breanna Sykes, CFP®.
Matt and Bre will discuss:
- A brief 1040 overview (the main sections that every taxpayer should understand, in layman’s terms)
- Identify key income amounts (how can you use this information?)
- Insights on your tax return from the perspective of a CPA and Financial Planner
- Your questions
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Questions? Email us at [email protected].