As another year ends, it is important to review your finances and see if there are ways to improve your tax position heading into the new year. This year has been marked with significant volatility and rising interest rates & inflation should be top of mind in your tax and financial planning.

Top issues to consider heading into 2024
- Tax deadlines
- Investment goals
- Family situation
- Retirement & estate planning
- Other planning considerations

Your personal tax return might only filed once per year but steps to reduce your tax liability and improve your overall financial situation should be taken throughout the year. The above tips, in conjunction with discussions with Legacy Tax & Accounting LLP, can help you improve your tax position heading into 2024.

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