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November 21, 2023

Key Tax-Saving Strategies to Review Before Year-End

Tax season will be here before you know it.

As new provisions and changes will go into effect in 2024, Chief Planning Officer Jeffrey Levine will cover what you need to know and key year-end tax moves to consider, including:

• How to manage your track bracket using strategies such as Roth conversions, tax withholding and charitable donations

• What you need to know about year-end retirement plan contributions

• New rules for required minimum distributions (RMDs) and the tax penalties for not taking them

• The benefits of tax-loss and tax-gain harvesting

• State and local tax (SALT) planning and beneficiary reviews

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About the Author

Jeffrey Levine

Chief Planning Officer

Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.
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