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Year-end Planning Guide

For Tax Year 2024
Individuals 11.22.2024 2 MIN

We are pleased to share our 2024 Year-end Planning Guide, featuring insights into the current tax landscape and the potential impacts on your personal tax situation. Within the guide, our Tax Policy & Research team covers:

  • Tax regulation updates
  • Year-end tax planning strategies
  • Updates to SECURE Act 2.0
  • Corporate Transparency Act
  • Tax Cut & Jobs Act sunset
  • Alternative Minimum Tax (AMT)
  • Charitable contributions
  • Gift, estate, & generation-skipping transfer tax
  • Income tax considerations

 

Read the guide

Year-end Planning Guide

 

If this update sparks any questions about your personal situation, contact your Goldman Sachs Ayco advisor.

Interested in learning more about Goldman Sachs Ayco workplace financial planning? Contact us today.

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