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Articles From Lumsden McCormick

2022 Year-End Tax Planning Guide for Individuals

With rising interest rates, inflation and continuing market volatility, tax planning is as essential as ever for taxpayers looking to manage cash flow while paying the least amount of taxes possible over time. As we approach year end, now is the time for individuals, business owners and family offices to review their 2022 and 2023 tax situations and identify opportunities for reducing, deferring, or accelerating their tax obligations. 

Download the 2022 Tax Planning Guide for Individuals here.
 

Print the 2022 Tax Planning Guide for Individuals.
 

Also available is the 2022 Year-End Tax Planning Guide for Businesses.

2022 Year-End Tax Planning Guide for Individuals

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Mark is a tax partner with over 29 years’ experience in services to international, corporate, and personal tax clients. As the partner in charge of the tax department, Mark supervises over 40 tax professionals. He specializes in international cross-border taxation and has worked on special projects relating to the interest-charged DISCs, offshore voluntary disclosures, transfer pricing analysis, cross-border royalty agreements, controlled foreign corporations, passive foreign investment companies, and corporate benefits of ESOP ownership. Additionally, Mark is responsible for the development and implementation of tax engagement strategies for personal tax clients and closely held businesses with an emphasis on the manufacturing industry.

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