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2023 – 2024 Tax Planning Guide

November 15, 2023

The best tax planning strategies for you will evolve as your situation changes, whether due to life events, economic developments or new tax laws. To save the most, it’s important to understand how you may need to adjust your strategies.

While we are working with you on your specific tax plan, we wanted to provide you with some helpful, supplementary guidance.

This is exactly what our Tax Planning Guide is designed to do.

To view it, simply click on the link above where you can learn about important tax law changes and ways to maximize your tax savings.

As you look through the guide, please note the strategies and tax law provisions* that may apply to your situation or that you would like to know more about. Please contact us with any questions you may have about these or other tax matters.

Our professionals are thoroughly familiar with the latest tax law developments and tax-reduction strategies, and are eager to help you take full advantage of them. Be sure to send a reply email or call us today at 212.840.3456 to schedule a time to talk about ways to lighten your tax burden and better achieve your financial objectives

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*Disclaimer: Please note this information is subject to change.