A year-end review provides an opportunity for taxpayers to see if action is needed on their portfolios and strategies.
As year-end approaches, Join Bill Cass and Chris Hennessey for a discussion of the impact of the elections, the outlook for the tax landscape and planning ideas. The webinar will be held November 17, 2022 (1 p.m. ET). Highlights of the discussion include: Recap of the mid-term elections and impact on policy Prospects for the
Taxpayers may want to estimate income for this year to determine their marginal income tax bracket.
Each year, Medicare holds an open enrollment period that allows participants to sign up or make changes to existing coverage.