Planning ahead is the theme for this edition of Word to the Wise. Our June 2023 issue focuses on mid-year tax planning.
Articles of interest include:
- The Home Gain Exclusion: Make Sure You Qualify
- Calling All Taxpayers: Plan Now or Pay Later
- Graduation Season: A Great Time to Review Money Basics
Should you have questions about this topic, or any other topics related to your personal or business situation, please contact us at any time.
DISCLAIMER: The WM Update, WM Wednesday Wisdom, WM Daily Update, and other related communications are intended to provide general information, as of the date of this communication, and may reference information from reputable sources. Although our firm has made every reasonable effort to ensure that the information provided is accurate, we make no warranties, expressed or implied, on the information provided. As legislative efforts are still ongoing, we expect that there may be additional guidance and clarification from regulators that may modify some of the provisions in this communication. Some of those modifications may be significant. As such, be aware that this is not a comprehensive analysis of the subject matter covered and is not intended to provide specific recommendations to you or your business with respect to the matters addressed.