2023 Quick Reference Guides

These reference guides are designed to help you and your clients navigate the changes related to taxes, Medicare, and Social Security benefits.

Take them to the next level by requesting a free set customized with your logo. Simply indicate your interest in the form below so you can share this helpful resource with your clients and prospects.

2023 IDG Tax Guide Mockup Two Page Vertical

The numbers you need, at a glance.

Taxes are one of life’s certainties, and so are tax and policy changes. That’s where our 2023 Quick Reference Guides come in. This valuable resource is designed to give you convenient access to the numbers you need, without all the information you don’t.

What's included

	Contribution limits
	Income tax rates, deductions, and credits
	Estate & gift tax rates and exclusions
	Business income taxes

	Capital gains rates
	Social Security benefits
	Medicare premiums
	And more!

Three ways you can use these guides

For yourself

Get easy access to all you need to know about taxes, Social Security, and Medicare.

With your clients

Share these guides as an informative resource.

With your prospects

Become a go-to source of information for those you are looking to work with.

Who we are

We strive to offer excellence in investment management and to be a valued extension of your team. We have a broad range of research competencies including deep fundamental research, quantitatively-based smart beta, and specialized strategies for asset class alpha opportunities.

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