Tax time is coming up fast. Ugh, we know. Start with these helpful tax guidelines for 2023 and 2024. Don’t forget to talk to your wealth manager! Always: your accountant should have the final word.

It’s right here: get your tax guidelines now. 

In case you missed it, we published three crucial changes for 2024. Yes, with more information on the Corporate Transparency Act (scary, but manageable). We’ll publish another post shortly about how this new rule affects estate planning.

Have questions or need help? Reach out to set up a time to talk. 

Don’t miss out! If you’re a JM LAW client, you qualify for membership in JM LAW CARES. Our estate and legacy planning maintenance program helps you keep up with whatever life throws at you. Find out more about JM LAW CARES on our website or contact us to enroll.

This post was created by Jessica Marchegiano, founder of JM LAW and senior estate planning attorney.