As we draw closer to the conclusion of 2023, we are committed to remaining acutely attuned to the vital aspects of year-end planning, encompassing the intricacies of the current tax, estate, and retirement objectives tailored to the unique needs of each one of our clients. Recent years have been marked by notable shifts in regulations and tax laws. With the upcoming 2024 election and the impending “sunset” of certain tax provisions in 2026, our commitment is to navigate the current financial landscape adeptly and harness the full potential of existing legal provisions.
In light of this, we wanted to ensure sufficient time for you to consider any of the adjustments provided in this letter that can enhance the efficacy of your financial plan as we approach the year’s end.