EIG Tax Team Roundtable

June 11, 2023 00:49:37
EIG Tax Team Roundtable
Money Sense
EIG Tax Team Roundtable

Jun 11 2023 | 00:49:37

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Hosted By

Karen Ellenbecker Julie Ellenbecker - Lipsky

Show Notes

The EIG Tax Team discusses the 2022 tax filing season and current IRS service levels, as well as ‘what’s new’ for 2023 – including many of the Secure 2.0 changes. They also discuss exciting new opportunities available for 529 plans and updated energy credits opportunities and guidelines.

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