As we approach the end of 2023, it’s essential to plan ahead to ensure that you are well-prepared for the upcoming tax season. Whether you’re an individual, a business owner, or a family office, it’s important to take a comprehensive look at your unique tax situation to identify any potential opportunities to reduce your tax obligations.

We have provided some planning tips in our annual Year-end Tax Planning Letter for you to consider as you prepare for the future. This year-end tax planning letter highlights some of the more common areas but does not encompass all possibilities. If you would like to discuss your unique situation, please reach out to your BMSS professional by calling (833) CPA-BMSS or visit our website for contact information.

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