2023 Key Numbers

Here are the newly updated key planning numbers for 2023 which include income tax tables, investment taxes, retirement planning, standard deduction limits, alternative minimum tax (AMT), education credit and deductions, estate planning, health care, Social Security/Medicare, and standard mileage rates. Click here for a list of comprehensive numbers for 2023.

Inflation Reduction Act: What You Should Know

The Inflation Reduction Act includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate repurchases of stock. The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate stock […]