2023 Year-end Tax Guide

2023 Year-end Tax Planning Guide

CPAs & Advisors

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As year-end approaches, now is a good time to think about planning moves that may help lower your tax bill for this year and possibly next.

This year likely brought challenges and disruptions that impacted your personal and business financial situation. This year’s planning could be more challenging as you contend with the provisions of the Inflation Reduction Act, which continues to affect new corporate taxes, green energy tax credits and other provisions for 2023 and 2024 tax filings.

Yeo & Yeo’s 2023 Year-end Tax Planning Guide provides action items that may help you save tax dollars if you act before year-end. These are just some of the steps that can be taken to save taxes. Not all actions may apply in your particular situation, but you or a family member can likely benefit from many of them.

Next steps

After reviewing the Year-end Tax Guide, reach out to your Yeo & Yeo tax advisor, who can help narrow down the specific actions you can take and tailor a tax plan unique to your current personal and business situation.

Together we can:

  • Identify tax strategies and advise you on which tax-saving moves to make.
  • Evaluate tax planning scenarios.
  • Determine how we can help.

We will continue to monitor tax changes and share information as it becomes available. Visit our Tax Resource Center for the latest tax insights, useful links, and access to our Online Tax Guide. 

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