Table of Contents
From the desk of
Gerry O'Connell Enrolled Agent
Tax Planning, Partner
Process to Help You Prepare
Tax Planning Checklists
Legislative Updates
Very best,
Gerry O'Connell
Tax Planning Partner
Enrolled Agent
Tax Highlights
Keep More of What You've Earned
How to Integrate Tax Considerations to Maximize Your Investments
Here's to a prosperous 2024. We're excited to present our comprehensive planning guide that includes legislative updates, a detailed Tax Planning Checklist, plus tax mitigation, gifting and estate planning strategies.
However, if you'd like more guidance from our in-house experts, contact us.
Our Enrolled Agents, licensed with the highest tax credentials by the IRS, are committed to providing proactive tax expertise related to your specific situation. On your behalf, we'll navigate through the complexities of the ever-changing tax codes and probates so you get to keep more of what you've earned.
Tax Reduction Strategies
FAQs: Estate Planning & Gifting Tax Implications
Integrated Approach