Are you confident you are doing everything you can to minimize your income taxes? If not, it may be time for a fresh look. Your tax picture – and the tax law – may change from year to year. A year-end review can suggest new tax-saving opportunities and show you new ways to take advantage of various planning strategies. Many of the strategies discussed in the tax planning guide must be implemented before the end of the year.

Our tax professionals at GBM are committed to helping you maximize your income through a variety of tax-saving strategies. As evidence of our dedication to serving as your most trusted advisor, we have provided the 2022 Year-End/Year-Round Tax Planning Guide. 2020 Tax Planning Guide

With the lingering impact of the global pandemic and the recent passage of the Inflation Reduction Act, there are a number of tax developments to consider for the current tax year. The tax planning guide highlights some key considerations, but keep in mind that this resource is intended to provide broad suggestions only. There is no substitute for the guidance of an advisor who understands your specific needs.

Before taking any action, contact the professionals at Gilliam Bell Moser for guidance on which strategies are beneficial for your unique situation.

Click here for a copy of the 2022 Year-End/Year-Round Tax Planning Guide.