Taxes: What to do Before the Year's End

Your 2023 Taxes:
What to do Before the Year's End 

With Jackie Truax, CPA

Jackie Truax will offer practical suggestions geared toward actions that small business owners may take to maximize benefits and limit liabilities. The tax year drawing to a close, and there is still time to take these actions! These include changes to itemized deductions, withholding, tax planning, investments, and more.

About Jackie Truax

Jackie Truax, CPA, is a partner in Winkelman-Bruce & Truax, LLP, in Medford, Oregon. She specializes in small business consulting, including tax preparation, bookkeeping, and Quickbooks consulting. Jackie has a Master’s degree in Business Education from Southern Oregon State College and a Bachelor of Science in Business Education from Oregon State University.

Jackie has taught at the high school, community college, and vocational college levels, and continues to enjoy conducting seminars for her clients. She is a member of the American Institute of Certified Public Accountants, Southern Oregon Estate Planning Council, WESO, and is a past president of the Kiwanis Club of Medford. Jackie and her husband, Vince, enjoy camping with their four-legged kids Frankie and Kai.

PROGRAM SCHEDULE

5:30 - Registration, Networking, Hearty Appetizers, Cash Wine Bar, and Dessert
6:00 (approx.) - Announcements
6:30 - Member Spotlight - TBA
6:40 - Sweet Spot Sponsor - TBA
6:45 - Start Program - Jackie Truax, CPA
7:45 - End Program and Announce Door PRIZES