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Articles From Lumsden McCormick

2023 Year-End Tax Planning Guide - Income Tax

 

This guide identifies tax strategies and considers how they may be influenced by recent administrative guidance and potential legislative changes that remain under consideration. Unless otherwise noted, the information contained in this article is based on enacted tax laws and policies as of the publication date and is subject to change based on future legislative or tax policy changes.

Download the 2023 Tax Planning Guide - Income Tax here.

 
 
 
The information contained within this document is based on information as of November 10, 2023. Taxpayers should consult with a trusted advisor before making tax and financial decisions regarding any of the items in this piece.
2023 Year-End Tax Planning Guide - Income Tax

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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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