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

blue-checkmark Contribution limits
blue-checkmark Income tax rates, deductions, and credits
blue-checkmark Estate & gift tax rates and exclusions
blue-checkmark Business income taxes
blue-checkmark Capital gains rates
blue-checkmark Social Security benefits
blue-checkmark Medicare premiums
blue-checkmark And more!

Three ways you can use these guides

1

For yourself

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

2

With your clients

Share these guides as an informative resource.

3

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.

Get to know us

Schedule a call

Interested in learning more about our solutions or want to chat with a member of our team? Schedule a call with us today to learn more.

Connect with us

Subscribe to receive email updates when new insights are available

Subscribe