With rising interest rates, inflation and continuing market volatility, tax planning is as essential as ever for taxpayers looking to manage cash flow while paying the least amount of taxes possible over time. As we approach year end, now is the time for individuals, business owners and family offices to review their 2023 and 2024 tax situations and identify opportunities for reducing, deferring or accelerating their tax obligations.
Meeting with your trusted Tax Advisor is key to ensure that you're on the right track and headed into another successful year. Your advisor can guide you through changes and can help explain what they mean for you.