Now is the time to review and consider all of your year-end tax planning options and strategies for the 2023 tax season.

Withum’s Year-End Tax Planning Resource Center is a one-stop-shop for annual tax planning tips for individuals and businesses, legislative and regulatory changes and other tax-saving opportunities. From state-specific to international compliance reminders, our goal is to ensure you and your business are informed and prepared for what’s to come. Click here for Industry-Focused Year-End Resources.

Year-End Tax Planning Resources

Withum's year-end tax planning guide on blue background

2023 Year-End Tax Planning Guide

Dive into Withum’s Year-End Tax Planning Guide for annual year-end individual and business tax planning tips, including top planning considerations for specific scenarios.

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2023 year-end clock

On-Demand Webinar: Year-End Planning Steps for Success in 2023

Kickstart your 2023 tax preparations. Withum’s tax experts cover an in-depth review of the most important tax planning strategies you can take now to ensure it’s the happiest season of all!

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2023 Year-End Tax Planning Checklist

Now is the time to review and consider all of your year-end tax planning options and strategies for the 2023 tax season. Check it out now.

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2023 Tax Pocket Guide

Withum’s 2023 Tax Pocket Guide is a quick and easy reference to important tax rates, from standard mileage rates to individual income tax rates.

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Private Client Services Year-End Planning

There are effective tax strategies available for your unique situation, which can be implemented today with proper, qualified, professional guidance.

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international tax planning

International Year-End Planning Considerations

Navigating the complexities of international taxation requires a comprehensive understanding of evolving regulations and strategic planning.

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global transfer pricing

Global (and Domestic) Transfer Pricing Strategies

Transfer pricing continues to be a hot topic across the globe, and the pandemic only increases the importance for international companies to take action to understand and mitigate risks.

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Charitable Giving and Education Savings in 2023

With proper planning, there is still time left in 2023 to take advantage of tax benefits and aggregate contributions.

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research and development

Could You Benefit From a R&D Tax Credit Analysis?

Do you qualify for the Research & Development Tax Credit? Check out our guide to see if you could benefit from a R&D Tax Credit analysis.

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state and local taxes

2023 Year-End State and Local Tax Planning Perspective

Businesses are actively reconsidering their sales sourcing approaches to potentially reduce state taxes.

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insurance policy

Insurance, Employee Benefits and Pensions

Now that working from home has become more common, are you considering a move to another state? Here are some of the things you should be considering for income tax purposes.

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financial reports

Year-End Planning Checklist for Your Wealth Management

Now is the time to reassess your financial wellness. Check out our wealth management year-end planning checklist.

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Master Year-End Close: 9 Tips for Seamless Financial Reporting

To ensure your business closes its books accurately and is well-prepared for the year ahead, we’ve compiled these considerations to guide you in your year-end close process.

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Industry-Focused Year-End Resources

Guide: Year-End Due Dates That May Affect Your Startup

View our guide for a list of relevant due dates that startup and emerging growth companies should be aware of.

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Year-End Healthcare Tax and A&A Update

On-Demand Webinar: Year-End Healthcare Tax and A&A Update

Listen in as we discuss how to ensure your healthcare organization is prepared for all the year-end tax and accounting and auditing qualifications.

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prof athelete odw

On-Demand Webinar: Year-End Tax Planning for Professional Athletes

Are you an athlete or part of a sporting organization looking to navigate the complex world of taxes? Don’t miss this year-end educational planning session brought to you by the Withum and Premier Sports Network partnership.

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Contact Us

We understand that every business and individual needs a customized set of solutions. Let us help you navigate this complex business environment with guides, tips and top planning considerations for specific industries. Contact Withum’s Tax Services Team to discuss your individual situation as year-end approaches.

Leadership

James A. Bartek

Partner

Whippany, NJ

Tyler Collins

Partner

Whippany, NJ

James Ferrare

Practice Leader, Principal

Red Bank, NJ

Marina Gentile

Partner

New York, NY

Monica Jalife

Principal

Daniel Mayo

Partner

Red Bank, NJ

Lynn M. Mucenski-Keck

Principal

New York, NY

Ted Nappi

Partner

Boca Raton, FL

Kimberlee S. P. Murphy

Partner

Princeton, NJ - Corporate Headquarters

Anthony M. Sardis

Partner

East Brunswick, NJ

Rebecca Stidham

Partner

San Francisco, CA

Stephen J. Talkowsky

Partner

Red Bank, NJ

Israel Tannenbaum

Partner

New York, NY

Jonathan Weinberg

Principal

Los Angeles, CA

Let's Discuss Year-End Tax Planning!

Contact our Withum Tax Professionals to discuss planning ideas applicable to your specific situation. Fill out the form below to reach out to one of our tax experts today.