Listen as Jennifer Lan and Premini Scandurra, authors of the 2023 Year-End Guide, discuss federal and state income tax planning, retirement planning, wealth transfer planning, and charitable planning. Learn about strategies to reduce tax liability, maximize retirement contributions, review estate plans, and make deductible charitable contributions. They emphasize the need to consider new ideas to save on taxes, highlight the potential sunset of the lifetime exemption, and urge clients to start thinking about planning earlier for timely and tax-efficient strategies.
