January 9, 2024 2 min read Summarize in ChatGPTBy: W. Kirk Taylor, CFP® We’re pleased to provide you with the Kirk Capital Advisors 2024 Tax Guide. The tax filing deadline (Monday, April 15, 2024) is less than three months away and taxpayers are busy gathering their tax documents, e.g., W-2s, 1099’s, K-1, bank statements, and expense receipts, and making the mad dash to their tax advisors office for their annual checkup. Since taxes, and most importantly minimizing taxes, are on everyone’s minds currently, we thought this would be a good time to share with you our 2024 Tax Guide. This reference tool is invaluable in our daily investment and tax planning discussions with clients. In this guide, you will find information on tax rates for ordinary income, capital gains, and gifts, as well as marginal tax rates and contribution limits for retirement plans. As you make the push to wrap up 2023 taxes, don’t forget to use this Tax Guide as a planning tool for minimizing your 2024 taxes. Please view the Tax Guide by clicking the button below! Kirk Capital Advisors – 2024 Tax Guide Disclosure The information provided in the 2024 Tax Guide is general in nature and is not intended as specific tax or legal advice. The information provided is believed to be accurate, but no assurance is made to that effect. Tax laws are subject to change. Please consult with your tax advisor before acting on any of the information contained herein. Steve Tomisek, CFP®Partner and Chief Investment OfficerPartner and Chief Investment Officer, Steve leads the firm’s investment strategy and research with nearly two decades of experience. More about Steve About KIRK Capital Advisors Kirk Capital Advisors is a wealth management firm focused on families, with planning that looks across generations and connects the pieces of your financial life. Get to know the team and the story behind the firm. Learn More About KIRK
