As we wrap up 2022, it’s important to take a closer look at your tax and financial plans to identify opportunities for reducing, deferring, or accelerating tax obligations to help you pay the least amount of taxes over time. Attached is our annual tax planning letter highlighting several key issues and opportunities to consider. While we perform many of these tasks on our client’s behalf throughout the year, please be mindful of accounts or assets outside of our purview where these opportunities may exist. Please reach out to discuss further.

2022 Year-End Tax and Financial Planning