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2023 Year End Tax Planning Checklist

Are you paying too much in taxes on your 2023 tax return? With this comprehensive checklist, you’ll be prepared with insider knowledge to help you keep more of what you make.

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This free resource presents the deductions, credits and other tax savings opportunities individuals and business owners must consider to improve their tax efficiency. Cover your bases, and gain valuable insight with this guide.

RETIRE CONFIDENTLY (RETIREMENT)

Consider options that will help you retire comfortably: without the fear of outliving your life savings.

FOCUS ON YOUR BUSINESS RESULTS (INCOME TAX PLANNING)

Your business can leverage numerous tax advantages to keep more of the income it has earned. Check every box for income, clients, employees and government programs that can benefit your bottom line.

SCRUTINIZE YOUR PORTFOLIO (INVESTMENT TAX PLANNING)

Don’t be caught unprepared for taxes on your investments. Build your plan from day one to maximize the tax preparedness for your unique investment portfolio and grow your investments with confidence.

PROVIDE FOR YOUR FAMILY (ESTATE & GIFT PLANNING)

Preparing your legacy for the ones you care about comes with more tax opportunities than you might realize. Consider options to ensure your gifts and inheritances benefit your family and your causes.

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Serving You is Our Honor

Since 2004, we’ve been helping small business owners protect their businesses with expert tax assistance and resources. Beckley and Associates exists to be a partner and a protector for you and the business you’ve worked so hard to build.

You never have to navigate taxes alone. Here’s to your best year in 2024!

– Jeff Beckley