The Vialto Tax Brief: Maximizing your wealth—2023 year-end tax planning

Read the full newsletter here.

As 2023 draws to a close, it’s helpful to start thinking about year-end tax planning strategies. With ever-changing tax laws and a multitude of financial opportunities, strategic tax planning can maximize wealth while minimizing tax liabilities.

This newsletter will guide you through the tax planning strategies listed below. While a few are specifically tailored to those with partnership status in a law firm or other professional services organization, most are broadly applicable.

• Review your annual income and partnership elections
• Maximize retirement contributions
• Capital gains and losses
• Charitable giving
• Municipal bonds
• Review tax credits
• Utilize tax-advantaged accounts
• Unreimbursed Partner expense deductions
• Plan for estate and gift taxes

Read the full newsletter here.

Contact us
Every taxpayer’s situation is different. Consult your Vialto tax advisor or one of the individuals listed below to determine which tax planning options are available to you.

Rob Cinberg
Partner
Law Firm Partner Services, Team Leader
robert.h.cinberg@vialto.com

Ashley Perry
Director
ashley.perry@vialto.com

Walter Melnyk
Director
walter.melnyk@vialto.com