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2023 Year-End Wealth Planning Review

Several legislative and regulatory updates that may be worth considering this year, in the context of overall wealth planning goals.

For instance, the SECURE 2.0 Act included adjustments to required minimum distributions and qualified charitable distributions. In addition, guidance issued by the IRS addressed estate tax portability elections, and a recent tax court opinion highlighted the importance of careful planning and timing of charitable contributions ahead of a liquidity event.
 
Please contact [email protected] if you would like to learn more about our 2023 Year-End Wealth Planning Review, our annual guide, to highlight potential opportunities and strategies ahead of planning discussions with our clients.