Could You Benefit from Strategic Tax Planning?
This one is for my high-net worth girlies. Hopefully by now most of us have filed our taxes…or at least an extension to file. I’ve already heard from a handful of friends and clients the annual horror story of having to pay some unexpected taxes. Always a fun surprise! For 2023, it is probably too late to optimize your tax strategy, but now may be the perfect time to start planning for 2024. You know, while the pain of a large tax bill is still fresh! Let’s dive into some key tax optimization strategies to help future you.