CCH® AnswerConnect 2023 Year-End Tax Planning Briefing

2023 Year-End Tax Planning Briefing 

On the tax front, 2023 (as of now) has not seen any major legislation. The IRS has been busy issuing guidance implementing major pieces of 2022 tax legislation. However, much of this legislation, and the ensuing guidance, is very narrowly applicable, largely impacting green energy investment and retirement planning and saving. 

What this means is stability, and a return to tried-and-true year-end tax strategies from years’ past. While there are always new strategies to consider, and indeed there are some changes from recent legislation that are in effect for 2023, the simple tactics of deferring income and increasing current deductions will be the order of the day for 2023

However, as 2024 approaches, new factors have emerged:

  • Year-End Business Strategies
  • Changes to Retirement Distributions — Secure Act 2.0
  • New Green Energy Tax Credits — Residential & Home Improvement 
  • Employee Retention Credit Claims

Get your hands on the latest 2023 Year-End Tax Planning Briefing today!


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