Personal Tax and Estate Planning Newsletter | December 2023

Personal Tax and Estate Planning Newsletter

December 2023

Our December Personal Tax Planning newsletter is jam-packed with information to get you ready for year-end, including the Year-End Tax Planning Guide for Individuals. 

2023 Year-End Tax Planning Guide for Individuals

Now Available! Our 2023 Year-End Tax Planning Guides for Individuals is available to download and print. The 11-page document covers all you need to know to plan for year-end 2023 and 2024.

Year-End Strategies to Decrease Tax Liability for Individuals

These easy and quick strategies can reduce your tax liability before the end of the year.

Individuals: 2024 Inflation-Adjusted Tax Amounts

The IRS has announced inflation-adjusted federal tax amounts for individuals.

Rules for Annual Gifting in 2023-2024

A year-end gift reduces your tax liability, here we explain the rules for 2023-2024.

Big Picture: Factor in Both Federal and State Estate Taxes

Many individuals will not be subject to the federal estate taxes but you also need to take into account your state estate tax.

View the full December newsletter.