2024 Annual Tax Planning & Strategy Guide

2024 Annual Tax Planning & Strategy Guide

We are pleased to announce the delivery of our 2024 Year-End Tax Planning and Strategy Guide. This comprehensive guide is designed to help you navigate the upcoming tax landscape, optimize your tax & financial planning, and identify key strategies now and for the year ahead.

In this guide, you will find important updates you can do now on:

• the new 401k catch up opportunity
• updated tax provisions
• charitable contribution strategies
• retirement planning tips
• energy tax credits
• cyber-security actions and much more

We encourage you to review the guide carefully and reach out if you have any questions or would like to discuss how these strategies can be tailored to your specific tax and financial situation.

Your proactive planning is essential for maximizing your tax benefits and achieving your financial goals.

Thank you for trusting us with this part of your financial journey. We look forward to continuing to support you in 2025 and beyond! Please share this with a friend or family member and please don’t keep us a secret!