Digesting Your Tax Return: What Does it All Mean?

Have you ever wondered where the numbers on your tax return come from and why they might not be what you expected?

Do you know the difference between your marginal and effective tax rates and how they should impact your tax and financial decisions?

Did you know that your return can provide valuable insights that can uncover significant financial planning opportunities?

As part of *Davis & Hodgdon’s focus on proactive, strategic tax planning we are pleased to invite you to our brief October webinar as we shine a light on some of the most important elements of the tax return and how you can use that information to develop better tax planning and retirement strategies.

Join us on Tuesday, October 29th at 12pm Eastern for “Digesting Your 2023 Tax Return” presented by Davis & Hodgdon Partner Matthew Cleare, CGMA, CPA and *Copper Leaf Financial Senior Wealth Advisor Breanna Sykes, CFP®.

Matt and Bre will discuss the following:

• A brief 1040 overview (the main sections that every taxpayer should understand, in layman’s terms)
• Identify key income amounts (how can you use this information?)
• Insights on your tax return from the perspective of a CPA and Financial Planner
• Your questions

Don’t miss this opportunity to learn more about the anatomy of your tax return, and how you might be able to use that information to plan better for the future!

Register here!