Tax Planning Guide 2023-2024

Tax Planning Guide 2023-2024

View the 2023-24 Tax Planning Web Guide

Navigating the ever-evolving landscape of tax law is essential for maximizing available benefits. To take advantage of all available breaks, you must first be aware of relevant tax law changes that are going into effect — or have expired. For example, the SECURE 2.0 Act, signed into law on Dec. 29, 2022, includes significant provisions related to the tax treatment of retirement plans, some of which go into effect this year. But one of the last remaining pandemic-relief tax provisions expired at the end of 2022: the 100% deduction for certain business meals.

You also can’t forget about the massive Tax Cuts and Jobs Act (TCJA) that generally went into effect five years ago but still significantly impacts tax planning. Additionally, stay vigilant for potential new tax law changes that might still be signed into law, affecting 2023 planning.

Year-round strategies to make the tax laws work for you

This guide provides an overview of key tax provisions you need to know. It offers a variety of strategies for minimizing your tax liability in the present tax landscape. Consult your Haynie & Company tax advisor to pinpoint the most effective approaches for your unique situation and stay updated on emerging tax law developments.

Download the 2023-24 Tax Planning Guide

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