Although you can’t avoid taxes, you can take steps to minimize them. This requires proactive tax planning – estimating your tax liability, looking for ways to reduce it and taking timely action. To help you identify strategies that might work for you, we’re pleased to present the 2023 – 2024 Tax Planning Guide.

Inside the Guide:

• Relevant tax law changes you should be aware of
• Details about the SECURE 2.0 Act
• How the Tax Cuts and Jobs Act (TCJA) can impact your tax planning
• An overview of the key tax provisions you should be aware of

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