What’s New in 2023

What's New in 2023, Financial 1 Tax

There are many new changes from the IRS for tax year 2023. Read about the tax bracket changes, standard deduction increase, capital gains thresholds, and see how they compare to 2022. Seven things you should know to plan for next April 2024 for filing your tax return and maximizing …

Year-End Tax Moves for 2018

Year-End Tax Moves 2018, 2019 - Financial 1 Tax

Tatyana Bunich CEP.RFC — 410-908-9293 One of our main goals as holistic financial advisors is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component necessary to help our clients benefit from potential tax reduction strategies. On December 22, 2017, President Trump signed …