Year-End Tips to Reduce Your 2023 Taxes: You Must Act Soon

You may be able to reduce your 2023 taxes if you act soon and before December 31, 2023.

In our new issue of Eye on Money we have included several year-end tax tips and strategies for individuals.

While some tips are straightforward, others require a deeper dive to tailor them to your particular situation.

These are just a few of the tax savings tips included in our new issue. Click here or on the image below to read it in its entirety.

You can also refer to our affiliated CPA firm *Davis & Hodgdon CPAs recent article Individual Year-End Planning Tips.

At Copper Leaf Financial we firmly believe that tax strategizing is a critical component of developing a solid financial plan and investment strategy. In fact, one of our special areas of focus is charitable giving. Copper Leaf Financial Wealth Advisors frequently assist clients with their philanthropic efforts including the setup of donor-advised funds among many other strategies.

Recipients should not act on the information presented without seeking prior professional advice.

*Copper Leaf Financial is an affiliated and separately registered entity.