The end of 2023 is rapidly approaching, and we know everyone has about a million things to keep track of and check off their ‘to-do’ lists. We have compiled the following list of year-end tax items that are easy to overlook during the craziness of December, but important to start thinking about before the new year. Hopefully this will serve as a reminder, and possibly a checklist, to make your life easier and optimize tax outcomes.
As we age there are many new things to experience, assess, and keep our eye on. Among these, it is especially important to be aware of new tax considerations that may become applicable and warrant an in-depth discussion with your tax advisor.
The following are some preliminary items to consider for discussion with your tax advisor:
As we near the end of another busy year, now is a great time to think about tax planning strategies that will put you in the best possible position for this year’s tax filing. When considering ways to save on taxes, it is important to keep in close contact with your tax professional to identify any significant financial changes you have had this year, along with any new tax rules that may affect you.
The tax professionals at Dermody, Burke & Brown, CPAs are committed to helping you maximize your income through a variety of tax-saving strategies. As evidence of our dedication to serving as your most trusted advisor, we are proving the 2021 Year-End/Year-Round Tax Planning Guide.
As we approach the hustle and bustle of another holiday season, many of us are beginning to reflect on the whirlwind that was 2021. We often spend the later portion of the year looking back on our cherished memories and celebrating. However, there is a looming consideration that should not be missed: year-end tax planning.
In hopes of making your end to 2021 as smooth as possible, we have compiled several tax-planning ideas to help alleviate the pressure of year-end planning.
The tax professionals at Dermody, Burke & Brown, CPAs are committed to helping you maximize your income through a variety of tax-saving strategies. As evidence of our dedication to serving as your most trusted advisor, we are proving the 2021 Year-End/Year-Round Tax Planning Guide.
