Year-End Tax Strategies & Charitable Contributions: The Gift That Keeps on Giving

Wednesday, December 6, 2023

Rebeca Diaz and Shawn Morriss Circles

As we approach 2024, it's time to start thinking about everyone’s favorite topic: taxes! Why is it important to tax plan now? Estimating your current income and deductions and/or credits can help determine what additional actions you can take to possibly reduce your tax bill.

As you may be aware, most opportunities must be taken prior to December 31 to apply to the 2023 tax year, which is why it’s critical to act now. In addition, planning for your fourth quarter estimate tax payment now can allow ample time to strategize how you intend to fund this payment, especially if it turns out to be larger than you anticipated. We hope you'll join us for this informative session.

Rebeca Diaz and Shawn Morriss will discuss:

  • The importance of tax planning

  • What changed in 2023

  • Year-end planning opportunities

  • Gearing up for 2024

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