CAHIP-SD: Empower Your Clients: Tax Strategies Every Broker Must Know

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Home »Important Dates »CAHIP-SD: Empower Your Clients: Tax Strategies Every Broker Must Know

CAHIP-SD: Empower Your Clients: Tax Strategies Every Broker Must Know

Date: February 13, 2025
Time: 11:30 am to 1:30 pm PST
Place: Courtyard by Marriott Mission Valley, 595 Hotel Circle S, San Diego 92108
Cost: $35 Members, $60 Non-Members

The tax landscape is evolving, and staying ahead is essential for your clients and your business. That’s why CAHIP-SD is excited to invite you to an exclusive in-person event, featuring Betty Kim, partner at Encore Partners LLP. Join them for a valuable session designed specifically for local health insurance brokers. Betty will share key insights and actionable strategies to help you confidently navigate upcoming tax changes.

What You’ll Learn:

Expiring Tax Provisions under the TCJA: What’s changing and how it impacts individuals and businesses.
Anticipated Tax Policy Changes: Insight into potential reforms under the new administration.
Tax Planning for 2025 and Beyond: Practical strategies to prepare for and adapt to evolving tax policies.
Q&A Session: Address your specific questions and gain tailored insights.

Don’t miss this opportunity to learn how these changes could impact your clients and position yourself as a trusted advisor during these pivotal shifts.

To learn more contact Gail James Clarke at 858.860.6269 or admin@cahipsd.org. Register now!