In This Issue—Fall 2023

• 3 Strategies You Need to Know for 2023 Year-End Tax and Charitable Gift Planning
• Impact of Inflation on Tax Brackets and the Standard Deduction
• Qualified Charitable Distributions
• SECURE 2.0 and Its Impact on Your Year-End Planning
• The Return of the Estate Tax for $5.6M+ Estates
• An Invitation to Join

3 Strategies You Need to Know for 2023 Year-End Tax and Charitable Gift Planning

Among the multitude of activities that people engage in over each November and December, an important activity that receives little attention is diligently reviewing your financial and tax situation to minimize your taxes. In this newsletter, we will discuss three strategies that can help you reduce taxes.

For four additional strategies, request our guide, 7 Smart Strategies for Year-End Tax Planning and Charitable Giving in 2023.