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2024 Quick Tax Guide Thumbnail

2024 Quick Tax Guide

With the 2024 tax season now in progress, and in line with our commitment to keeping our clients well-informed, we have refreshed our annual Quick Tax Guide with the latest updates for the year. This includes changes in income brackets, gift taxes, deductions, retirement plan contributions, and various other aspects crucial for guiding your financial planning and investment decisions.

It’s important to note that while this information is based on publicly available data from the IRS, your tax professional remains the most reliable source for personalized tax advice and filing assistance tailored to your specific accounts. We are more than willing to collaborate directly with them, so please feel free to inform us if you would like us to initiate contact on your behalf.

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