Table of Contents
From the desk of
Gerry O'Connell Enrolled Agent
Tax Planning, Partner
Process for Tax Preparation
Tax Planning Checklists
Legislative Updates
Tax Highlights
Tax Reduction Strategies
Keep More of What You've Earned
Thank you for your continued trust in BakerAvenue. We're excited to present the 2024 comprehensive tax planning guide that includes legislative updates, a detailed tax planning checklist, and tax mitigation, gifting, and estate planning strategies.
For clients with $3M or more of investable assets, we offer complimentary tax preparation and filing services. On your behalf, we'll navigate the complexities of the ever-changing tax codes and probates so you can keep more of what you've earned. Please check with your advisor to learn more.
We're here for you and your family to guide you through your transitions, and our Enrolled Agents (licensed with the highest tax credentials by the IRS) are committed to providing proactive tax expertise related to your specific situation.
Here's to a prosperous new year!
Gerry O'Connell, Tax Planning Partner
Enrolled Agent