2023’s tax changes are more significant than in years past due to the IRS’s response to the rise in inflation. It’s important to think about your income, giving, saving, and estate planning expectations for the upcoming year so that you can make decisions early to help optimize your tax bill and investable assets. Learn about 2023 tax changes here.

2021 saw inflation up ~7%, prodding the IRS to adjust tax brackets and standard deduction. Read about the changes to taxes in 2022 here.

With big changes in the markets and tax laws, this summer is a great time to reflect on the status of your estate and portfolio.