2024 Year-End Tax Planning Guides Available
Gain access to the latest tax information to assist with complex tax matters and strategies for integrated tax planning. Download and print the Lumsden McCormick 2024 Year-End Tax Planning Guides.
Year-End Tax Planning Guide For Businesses
Lumsden McCormick meets the needs of businesses with a breadth of tax, audit, and consulting services, including complex tax matters and integrated tax planning. The following Tax Guides have been released, and the others will follow prior to year-end.
- Business Incentives and Tax Credits (8-pages)
- Corporate Tax and M&A (7-pages)
- Partnerships (11-pages)
- State and Local Taxes (5-pages)
- Tax Accounting Methods (13-pages)
- Transfer Pricing (5-pages)
Year-End Tax Planning Guide For Individuals
With the recent election and changes to the economy, tax planning remains crucial for taxpayers aiming to manage cash flow while minimizing their tax liabilities over time. As the year draws to a close, it is an opportune moment for individuals, business owners, and families to assess their 2024 and 2025 tax situations and explore opportunities to reduce, defer, or accelerate their tax obligations. Taxpayers are advised to consult with a trusted advisor when making tax and financial decisions regarding any of the topics discussed below.
- Download the 2024 Tax Planning Guide for Individuals here. (6-pages)
- Print the 2024 Tax Planning Guide for Individuals. (11-pages)
Looking for more information? Contact a Lumsden McCormick tax partner.
The information contained within these Tax Guides article is based on information as of December 2024. Taxpayers should consult with a trusted advisor when making tax and financial decisions regarding any of the items in these publications.