Personal Tax and Estate Planning Newsletter | January 2023

Personal Tax and Estate Planning Newsletter

January 2023

Prepare for 2023 with details of the Secure Act 2.0 Impact on Individuals, RMDs, Lifetime Gifts, and Intellectual Property as part of your estate plan.

Read the full January 2023 newsletter or the individual articles.

• Newly Signed SECURE Act 2.0 Updates Minimum Distribution Rules

• Q&A: Required Minimum Distributions

• Tax Rules of Making Bequests or Lifetime Gifts

• Strategy for Donating Appreciated Assets

• Include Intellectual Property in Your Estate Plan

• First Quarter 2023 Tax Calendar for Businesses

• Standard Mileage Rate Increases for 2023