There is still time to do some 2022 year-end tax planning! Once the year is over, we will be unable to proactively assist with your 2022 tax situation; so please reach out to us if you’ve experienced any major life events this year.

Major life events could include:

  • marriage/divorce
  • birth of a child
  • launching college-aged children
  • significant changes in income
  • sale of property

Of additional note are the 2023 tax brackets provided in the attached planning guide. On the “good” side of inflation, income brackets for various tax tax rates are increasing, which means taxpayers making more in 2023 could still be in a lower tax bracket.

Please take a look at this end-of-year planning guide and reach out to us if you have any questions.