2024 – 2025 Annual Tax Planning Guide for Individuals and Families

This tax planning guide was developed to help you think through opportunities and other considerations for you and your family during the remainder of 2024 and into 2025. The guide will help you evaluate and optimize the tax impact of changing market conditions and new policy developments. 

For additional tax planning guidance and insights, see:

• Federal Tax Planning: A Guide for Tax Year 2024
• State and Local Tax Year-End Planning and Strategic Considerations 
• International Tax Year-End Considerations in 2024