Year-end planning ideas for 2023 to lighten the tax burden

Year-end planning ideas for 2023 to lighten the tax burden

As year-end approaches, there may be steps taxpayers can take to better manage their current tax bill or to hedge the risk of future higher tax rates. Now is an opportune time to assess finances and determine if adjustments are needed. It is especially timely since, for many options, there is a limited window to