2022 Year-End Tax Planning Guides

Now Available! Our 2022 Year-End Tax Planning Guides for Businesses and Individuals.

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Focus: Inflation Based IRS Adjustments

2022 Cost-of-Living Adjustments

The IRS issued its 2022 cost-of-living adjustments for more than 60 tax provisions. With inflation up significantly, many amounts increased considerably over 2021 amounts.

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IRS_Announces_Inflation_Adjusted_Deductions_and_Tax_Rates

Inflation Adjusted Deductions, Tax Rates

From retirement contributions to adjusted tax rates and standard deductions - these rates and deductions are higher than in previous years.

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IRS_Increases_Retirement_Saving_Contributions_for_2023

Increased Retirement Contributions for 2023

IRS made larger than normal increases to the contribution amounts for qualified retirement plans including 401(k)s, SEP plans, IRAs and more.

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Focus: Holiday Gifting

Holiday Gifting with the Annual Gift Tax Exclusion

Holiday Season Gift Giving Rules

Maximum use of the Annual Gift Tax Exclusion

Eligibility and 2023 Limits for Health Savings Accounts

2023 Eligibility, Limits for Health Savings Accounts

Health Savings Accounts (HSAs) offer tax benefits for both the employer and individual employee.

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