2022 Year-End Tax Planning Guide for Individuals

As we approach the new year, it is time for individuals to review their 2022 and 2023 tax situations and identify opportunities to reducing, deferring or accelerating their tax obligations. Click the the picture below to read the full issue on 2022 Year-End Tax Planning for Individuals:

Highlights from this guide:

  • Individual Tax Planning Highlights with tax brackets
  • Timing of Income and Deductions
  • Long-Term Capital Gains with rate brackets
  • Retirement Plan Contributions
  • Foreign Earned Income Exclusion
  • Kiddie Tax
  • Alternative Minimum Tax
  • Limitations on Deduction of State and Local Taxes ( Salt Limitations)
  • Charitable Contributions
  • Net Operating Losses and Excess Busoness Loss Limitation
  • Estate and Gift Taxes

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