2024 Year-End Tax Planning For Individuals
With stabilized interest rates, stubborn inflation, continuing market volatility, and a new federal administration, tax planning is as essential as ever for taxpayers looking to manage cash flow and mitigate taxes. As we approach year-end, now is the time for individuals, business owners, and family offices to review their 2024 and 2025 tax situations and identify opportunities for reducing, deferring, and/or accelerating tax obligations.