FPA of Michigan Lunch & Learn Grand Rapids
Presentation:
2023 End of the Year Tax Update
Speaker:
Patrick J. Leikert, CPA, CFP® of Dolinka VanNoord & Company
This presentation has been approved for 1.5 CFP CE's.
Note: Deadline to register is Tuesday, November 28th!
About the presentation: During the presentation, we will discuss 2023 year-end tax planning for individuals, small businesses and their owners. Federal and State tax provisions will be presented and discussed along with the basics of estate tax and gifting.
About the speaker: Pat began working with Dolinka, VanNoord & Company in 1985. He joined after spending six years with a local firm on the east side of Michigan. Pat became a partner in the firm in 1996. Pat’s background includes a wide variety of accounting, auditing and tax experiences. He works with small businesses covering a variety of account and tax issues. Pat has worked with industries ranging from manufacturing, professional services, and construction along with many condominium associations.
Questions? Contact Mary at (248) 330-7757