2023 Year-End Tax Guide

2023 Marcum Year-End Tax Guide

The 2023 Marcum Year-End Tax Guide features a detailed analysis of the current tax environment and provides an overview of many of the issues affecting individuals and businesses. 
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. Our tax guide addresses the diverse needs of virtually any portfolio, covering everything from personal investments to retirement planning, estate considerations, and beyond.
Marcum’s tax professionals are here to help you develop the strategies that are appropriate for your particular situation. We hope our tax guide sparks ideas and catalyzes conversations as the year draws to a close. Know that your Marcum team stands ready and eager to help you surpass your goals.