2024 year-end tax planning: Individual tax update

As part of Baker Tilly’s Tax Trends: Year-end tax planning series, our individual tax update dove into recent tax law changes, essential updates on tax credits and deductions, opportunities for individuals’ estates and trusts post-election and practical tips to help guide you through the complexities of year-end tax planning. We also covered the upcoming Tax Cuts and Jobs Act (TCJA) expirations and the potential impact on individual taxpayers.

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The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely. The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.