2023 Year End Tax Planning | Roth IRA Conversion | OH IN KY

Year-End Tax Planning Strategies 2023

Published on by Andre Williams, Mark Hamad, in Estate Planning, Tax Services, Video

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While 2023 is drawing to a close, there are still steps you can take to minimize your tax burden. Top tax pros Andre Williams and Mark Hamad share strategies and insights on renewable energy credits, expiring provisions of the Tax Cuts and Jobs Act, estate planning, charitable donations, and more. Plus, eye-opening news about major changes business owners will see in the next few years.

Take a deeper dive into upcoming tax changes and what they mean for your bottom line – watch on-demand as our top tax pros unpack upcoming changes in our 2023 Signature Tax Event.

You may also be interested in retirement and tax-planning opportunities stemming from the Secure Act 2.0, including converting a 529 plan to a Roth IRA. Or maybe you’d like to learn more about tax planning opportunities from the Inflation Reduction Act. As a business owner, you might be interested in how a cash balance plan can help you rapidly accumulate retirement savings while increasing the amount contributed to employee retirement plans – and boosting your cash flow at the same time.

If you have any questions or would like to learn more about year end tax planning, contact one of our tax pros. As always, we’re here to help!


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