Blog - AFS Financial Group

2023 Year-End Tax Planning Essentials

Written by AFS Financial Group, LLC | Dec 14, 2023 10:23:14 PM

 

Once the holiday season commences, we often get wrapped up in the action and overlook important year-end housekeeping items that bring tax savings come April. Here, we discuss the top strategies to keep in mind when it comes to 2023 year-end tax planning – including itemized deductions, bundling methods, donor-advised funds, and more – to ensure you do not miss out on the various tax-saving opportunities available to you.