Personal Tax and Estate Planning Newsletter | January 2024
Posted by Christine Proulx Grzyb on January 19, 2024
Personal Tax and Estate Planning Newsletter
October 2023
It’s tax filing season, and because of this, in our January newsletter we share important updates on IRS electronic filing requirements, IRA penalties, financial emergencies, the nanny tax, and charitable remainder trusts with high interest rates. View the full newsletter.
- IRS Drastically Expands Electronic Filing Requirement for 2023 Tax and Information Returns
- 2023 Year-End Tax Planning Guide – Income Tax
- Early IRA Withdrawal Penalty Exceptions
- 2023 Year-End Tax Planning Guide for Individuals
- 2024 SECURE Act Provisions for Financial Emergencies
- Consider a Charitable Remainder Trust Given Higher Interest Rates
- How the “Nanny Tax” applies to Household Workers
- 2024 Promotions Announced
- Lumsden McCormick Financial Services Names Managing Director