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The last few years have brought unprecedented change and 2023 is no different. This presentation will discuss recent Ohio tax law changes that may present tax savings opportunities for your clients. The presentation will also cover a few highlights of Secure Act 2.0. In addition, there will be case studies to not only illustrate commonly missed planned opportunities, but also identify reporting errors that can be costly for taxpayers.
Learning Objectives:
1.) Understand changes to Ohio tax law
2.) Highlight some of the major changes in Secure Act 2.0
3.) Identify Commonly missed planning opportunities and reporting errors
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