The end of the year is a critical time for tax planning. Our team of tax professionals recaps legislative changes made in 2022 and what’s on the horizon for 2023. They also uncover 10 common tax myths and share tax strategies.
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Year-round tax planning can help reduce the pressure you may feel at tax time. Tax planning involves developing and implementing long-term strategies to help ensure you’ll pay the least amount of taxes over your lifetime, rather than in any given year.
The next “tax season” will arrive before you know it. While the first person who comes to mind is probably your accountant or tax preparer, don’t forget about financial advisors who monitor the impact of taxes on their clients’ portfolios all year long.