In 2023, tax laws have continued to change and affect individuals and businesses in different and potentially unexpected ways. Our new tax guide provides thorough information about these changes.

Our 2023-2024 tax planning guide offers tips on:

• • • • • • Tax Planning Basics
          • Investing
          • Real Estate
          • Family and Education
          • Business and Executive Compensation
          • Charitable Giving
          • Retirement
          • Estate Planning

We encourage you to review this information and contact us with any questions you have and/or to schedule an appointment. The LLME team is available to discuss your current tax strategies, actions you can take to avoid 2023 pitfalls and your options for 2024 and beyond.

To get the conversation started, please email your LLME tax advisor or call (858) 455-1200.