Important Tax and Planning Deadlines for 2022

2022 tax strategy and contribution to tax-advantaged accounts, such as IRAs and 401ks, deadlines are approaching. Now is the time to discuss the following with us.

  • Your capital gains or losses in 2022;

  • Any changes in your 2022 tax situation;

  • Any plans you have to gift money;

  • Estate planning questions, and;

  • Strategies to maximize your income if you're retired.

Having these discussions before year-end may help you make tax-smart moves.

View our 2022 Tax Checklist for things you should do now, soon, and before December 31, 2022. Give us a call if you have questions or need assistance.

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