August 1, 2024 By: Lauren Owoc Welcome to another Your Net Worth In Focus blog! KatzAbosch’s Personal Financial Services Team provides tax advice and personalized financial planning for every stage of life. We stay informed on the latest regulations to help you maximize your earnings and secure your financial future. Watch the video below to learn how to benefit from the newest 529 plan rules. Author: Lauren Owoc, CPA Lauren Owoc is a Shareholder and head of the High Net Worth Consulting and Advisory Services group at KatzAbosch. Since joining the firm in 2015, she has built her practice around the complex tax needs of high-net-worth individuals, business owners, and their families–providing strategic guidance on tax and retirement planning, charitable giving strategies, and multi-entity structures for real estate partnerships and small business owners. With over 15 years of accounting experience, Lauren serves as a trusted resource for clients navigating significant wealth events and ongoing tax planning decisions. Also leading the Firm’s nonprofit tax practice, Lauren supports not-for-profit clients, including private and family foundations, with annual compliance and advisory services. Get in Touch: Related KatzAbosch Articles Reviewing Your Disaster Plan in a Tumultuous Year Reviewing Your Disaster Plan in a Tumultuous Year Reviewing Your Disaster Plan in a Tumultuous Year
