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Perspectives

2023 Essential tax and wealth planning guide

Navigating pivotal moments amid newfound certainty

As the 2023 tax year approaches, thorough tax and wealth transfer planning activities become crucial. Some relative certainty following the Inflation Reduction Act is allowing individuals and family enterprises to move from inertia into action. Our 2023 tax guide provides insight and guidance around three key areas as you, your family, and your business find a path forward.

Meeting the moment

Much of the legislative uncertainty that has made estate and income tax planning  for individuals and families so challenging in recent years has been eliminated with the passage of the Inflation Reduction Act. Our latest tax planning guide can help you take advantage of this new solid ground as you advance the goals most important to you. This year’s edition breaks down recent legislative changes, post-mortem considerations, and pivotal moments for family enterprises—opportunities to grow, evolve, or transform.

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