With the tax landscape continually evolving, Marcum LLP has released its 2023 Year-End Tax Guide. The guide features a detailed analysis of the current tax environment and spans more than 135 pages. Marcum’s tax team constructs its annual guides to help businesses and individuals navigate the latest changes to tax rules and regulations and support strategic financial planning through the year-end and beyond. 

Marcum’s 2023 guide delves particularly deep, offering thirty articles filled with insights and detailed reference charts that underscore the tax planning avenues that have remained or recently opened following legislative and judicial shifts over the past year. In an era characterized by economic dynamism, Marcum’s annual guide is here for businesses and individuals seeking to reexamine their strategies, uncover insights they may have missed, and maximize.

Marcum’s national Tax & Business Services leader, Joe Perry, shares his perspective: “Effective tax planning is crucial in a year of continuing change and uncertainty. Our carefully crafted 2023 guide empowers clients, the business community, and individual taxpayers to seize opportunities and achieve significant savings. Proactive planning has never been more critical with new provisions on the horizon and the phasing out of certain Tax Cuts and Jobs Act measures in the not-too-distant future. Our guide addresses the diverse needs of virtually any portfolio, covering everything from personal investments to retirement planning, estate considerations, and beyond. It also provides invaluable insights and strategies for businesses looking to thrive in the current financial environment and build tax strategies to help them achieve long-term success.”