📆2023 Year-End Tax Planning Guide for Individuals

Now Available! Our 2023 Year-End Tax Planning Guides for Individuals is available to download and print. The 11-page document covers all you need to know to plan for year-end 2023 and 2024.

Download Individual Tax Planning Guide

📠Year-End Strategies to Decrease Tax Liability for Individuals

These easy and quick strategies can reduce your tax liability before the end of the year.

Read Strategies to Reduce Tax Liability

📈2024 Inflation-Adjusted Tax Amounts

The IRS has announced inflation-adjusted federal tax amounts for individuals.

Read 2024 Tax Amounts

🎁Rules for Annual Gifting in 2023-2024

A year-end gift reduces your tax liability, here we explain the rules for 2023-2024.

Read Annual Gifting

🗺️Big Picture:

Factor in Both Federal and State Estate Taxes

Many individuals will not be subject to the federal estate taxes but you also need to take into account your state estate tax.

Read Federal and State Taxes

🏒Attention Clients - Win Hockey Tickets

Back by popular demand, Lumsden McCormick clients can enter to win two tickets to an upcoming Sabres game. Raffles will be held monthly from November 2023 - March 2024. Games in February, March, and April are still open.  Go team!

Register to win!