If you want to meaningfully reduce your tax liability in 2022, the time to plan is NOW. Don’t wait until December! Minimizing your tax exposure and creating an optimal tax strategy will take foresight and coordination. Additionally, you’ll need to factor in the latest changes to the legislative landscape which include the Inflation Reduction Act and Secure Act 2.0. J

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Altfest is proud to have preferred wealth management relationships with associations for their members including the New York Chapter - American College of Surgeons. The firm does not sell insurance or financial products, and, as a fiduciary, it is committed to putting clients' best interests first – always.

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