As we approach the end of the year, it’s the perfect time to reflect on your financial goals and ensure they align seamlessly with your present and future financial obligations.  At B+Co, we recognize the significance of effective year-end planning, particularly in the current economic climate marked by rising interest rates and market volatility.

Empowering Your Financial Decisions

We are committed to providing you with the necessary tools to make informed decisions, all from a trusted source.  Through our collaboration as independent members of the BDO Alliance USA, we’re pleased to present our clients with a comprehensive tax planning guide designed for individuals.

Your Guide to Tax Planning (2023-2024)

This guide is crafted to assist you in evaluating and strategizing for the tax landscape in the upcoming year, empowering you to minimize, defer, or accelerate your federal tax obligations. Inside the guide, you’ll discover valuable insights on:

  • Income Tax Rate Brackets
  • Timing of Income and Deductions
  • Long-Term Capital Gains
  • Net Investment Income Tax
  • Social Security Tax
  • Long-Term Care Insurance
  • Retirement Plan Contributions
  • Foreign Earned Income Exclusion
  • Alternative Minimum Tax (AMT)
  • Kiddie Tax
  • State and Local Tax (SALT) Limitation
  • Charitable Contributions
  • Estate and Gift Taxes
  • Net Operating Losses and Excess Business Loss Limitation

Download the guide here

For easy access to this valuable resource, you can download the tax planning guide directly from our website.

Important Considerations

It’s crucial to note that the information provided is based on federal laws and policies and may not address specific state and foreign tax questions. Additionally, this information is subject to change based on future legislative or tax policy decisions.

We are not just your service provider; we are your partners in tax planning.  If you have any questions or need personalized advice, please don’t hesitate to reach out.  Remember to consult with your B+Co advisor before making any significant tax decisions.

Your financial success is our priority.  Let’s navigate the future together.