2024 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 for the 2024 tax year.
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.
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 Quick Reference Guides come in. This valuable resource is designed to give you convenient access to the numbers you need for the 2024 tax year, without all the information you don’t.
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Contribution limits |
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Income tax rates, deductions, and credits |
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Estate & gift tax rates and exclusions |
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Business income taxes |
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Capital gains rates |
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Social Security benefits |
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Medicare premiums |
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And more! |
Get additional tax resources for your practice on our Tax Learning Center
Tax planning and wealth planning go hand in hand.
Whether you already incorporate tax management into your practice or are thinking of starting, free resources for both you and your clients are just one click away!
Start exploring our Tax Learning Center to find all it has to offer, including downloadable collateral that explains tax topics in bite-size worksheets and reference guides—all of which can be customized with your logo, free!—and answers to frequently asked questions.
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We know it takes more than just great investments to stand out, and offering tax management solutions for your clients can add value and help strengthen your relationships. Connect with the advisor consultant in your region to learn more about ways we can help.
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