2023 Tax Update

Date: Wednesday, March 15, 2023
Time: 7:30am - 9:00am
Location: The Bucks Club - 2700 York Rd.,Jamison, PA
Speaker: Stephen Slade, CPA - Wouch Maloney

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Join BCEPC for Breakfast and a presentation from BCEPC Past President Stephen J. Slade, CPA of Wouch Maloney & Co. LLP.

Stephen will present on relevant tax issues impacting High Net Worth individuals for 2022 and 2023.  Topics range from the new capitalization rules for R&D expenditures; Sec. 163(j) interest deduction limitations; State PTE deductions (SALT workarounds).

Stephen will also discuss highlights of the SECURE Act 2.0 and focus on the substantial provisions that take effect during 2023.

BCEPC Would like to thank our generours sponsors of this meeting:

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