Tax Planning Guides | Estate Planning Guides | OH IN KY

2024 Barnes Dennig Estate Planning Guide

Estate Plans Are for Everyone

There’s a common misconception that estate planning is only for the uber-wealthy, but the truth is that estate plans are for everyone. Anyone who owns property — home, car, bank account, 401(k), collectibles, family heirlooms, etc. — needs an estate plan.

Get your copy of this complimentary estate planning guide to learn how to:

  • Create a valid and up-to-date will
  • Detail your wishes regarding end-of-life scenarios
  • Establish powers of attorney so a trusted person can legally handle your financial and medical concerns
  • Tax protections that can preserve your assets for your beneficiaries
  • Specific trusts or other clauses to protect assets, direct benefits, and more
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2024 Year-End Tax Planning Guide

Strategies for Individual Taxpayers

A good way to start your year-end tax planning is by identifying any changes in your personal situation that may affect your taxes. A change in your marital status, a move, a job change, a new business, retirement, a new dependent or loss of one—any of these life events would likely have a tax impact. Similarly, you’ll want to be alert to any tax law changes that may present planning opportunities.

Our exclusive 2024 Year-End Tax Planning Guide shows what you need to know about preparing your taxes.

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2024 Construction Industry Tax Planning Opportunities

The last decade has included some of the most significant tax regulation changes and created many planning opportunities for contractors.

Changing entity types, accounting methods, new deductions for qualified businesses, new depreciation alternatives, and new tax incentives for qualified investments are just some of the provisions that continue to require careful analysis and proactive planning on an annual basis.

In this exclusive guide created with Construction Industry CPAs and Consultants (CICPAC), you’ll get an in-depth look at the ideas and opportunities shaping the 2024 tax year and beyond.

Download your free copy now.

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