With rising interest rates, inflation, and continuing market volatility, tax planning isas essential as ever for taxpayers looking to manage cash flow while paying the least amount of taxes possible over time. As we approach the end of the year, now is the time for individuals, business owners, and family offices to review their 2024 and2025 tax situations and identify opportunities for reducing, deferring, or accelerating their tax obligations.

Map out a year-end tax plan and prepare for the year ahead using our Tax Planning Guides.