Our expert tax and financial fishing guides are busy preparing for the 2023 Tax Year Season. We will showcase our expertise to help our clients reel in tax savings and other benefits.

This year it will be a bit of a multi-species fishing charter as we cover several topics.

Here are some questions we will answer:

• Are Social Security beneficiaries getting a raise in 2024?
• How is your Medicare Part B cost determined and what is IRMAA?
• Will you benefit from higher Retirement Plan Contribution and income limits in 2024?
• How will you be impacted when the Tax Cuts and Jobs Act of 2017 expires?
• *Special Adaptiv Investment Management update for current clients*
• *2023 Tax Year Season Process Updates and Best Practices for a smooth tax experience*

This Presentation is part of our FREE Education Series. View more >

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This presentation is for informational and educational purposes only and should not be used to make investment decisions. All images are for illustrative purposes only. Full disclaimers, disclosures, and terms of use can be found here. Clients of Client First Investment Management, LLC may maintain positions in the securities discussed in this presentation. Client First Investment Management, LLC is a SEC registered investment advisor.