Asset Management

Managing your investments to meet your goals

Roll up your sleeves, it's tax time.  No significant tax law changes in 2023 but several provisions of the Secure 2.0 Act passed at the end of 2022 began to take effect in 2023.  There are several opportunities for tax planning and strategizing, in tandem with the current expiration of the Tax Cuts and Jobs Act at the end of 2025.

The Energy Efficient Home Improvement credit caps out annually at $1,200, for energy improvement made after December 31, 2022 through December 31, 2032.  There are several rules, and categories with maximum limits within the credit.  Why make it too straightforward!  It may make sense to spread home improvement projects over more than one year.

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SERVICES 

At this time I am not accepting new clients for annual tax preparation.

Tax preparation

Tax preparation for individuals, small businesses and non profits - all states