This chart reviews the Top 10 tax planning ideas for 2023. It’s a simple go-to guide while meeting with clients about the most popular tax planning strategies for the year. From Roth Conversions, Harvesting Capital Gains, Income Shifting Strategies, to reducing exposure to the 3.8% Net Investment Income Tax. Everything you need in one simple resource. This chart is updated for 2023—including relevant chart for the groundbreaking SECURE Act!—and is 11″ x 17″ .
- Size: 11 inches x 17 inches (NOTE: May not be printable in full-size on most standard printers)
- Includes: 11″ x 17″ chart in either laminated and PDF or PDF only version
- Customized PDF chart with your firm’s logo and information available as add-on for an additional fee (NOTE: No custom laminated charts provided, but Custom PDF chart is printable)
- Chart Preview (click to enlarge):